LA
FLEX icon

Lucus Advisors’s Flex FLEX Stock Holding History

Lucus Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-38,296
Closed -$341K – 251
2016
Q2 		$341K Sell
38,296
-19,950
-34% -$186K 0.28% 224
2016
Q1 		$529K Buy
+58,246
New +$468K 0.31% 41
2015
Q4 		– Sell
-57,058
Closed -$453K – 320
2015
Q3 		$453K Buy
57,058
+974
+2% +$7.91K 0.25% 109
2015
Q2 		$478K Buy
+56,084
New +$516K 0.23% 252

Other funds holding FLEX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return