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Lucus Advisors’s Fidelity National Information Services FIS Stock Holding History

Lucus Advisors’s Portfolio FIS Stock Details FIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,538
Closed -$333K – 219
2017
Q4 		$333K Sell
3,538
-188
-5% -$17.7K 0.49% 103
2017
Q3 		$348K Sell
3,726
-487
-12% -$44.2K 0.49% 91
2017
Q2 		$360K Sell
4,213
-908
-18% -$75.9K 0.48% 53
2017
Q1 		$408K Buy
+5,121
New +$412K 0.38% 134

Other funds holding FIS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Lucus Advisors's FIS Position: Q1 2018 in Review

Lucus Advisors sold out of Fidelity National Information Services (FIS) in Q1 2018, closing a stake of 3,538 shares — an estimated $333K sold.

Lucus Advisors first reported a position in FIS in Q1 2017 and held it in 4 quarters. The position peaked at $408K in Q1 2017. 728 funds tracked by Wall St. Rank hold FIS as of Q1 2018.

  • Lucus Advisors reported no remaining Fidelity National Information Services position as of Q1 2018 after selling out during the quarter.
  • Lucus Advisors sold 3,538 Fidelity National Information Services shares in Q1 2018, an estimated $333K.
  • Lucus Advisors first reported a position in Fidelity National Information Services in Q1 2017 and held it in 4 quarters.
  • Lucus Advisors's Fidelity National Information Services position peaked at $408K in Q1 2017.
  • 728 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.