Lucus Advisors’s Forestar Group FOR Stock Holding History

Lucus Advisors’s Portfolio FOR Stock Details FOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-12,148	Closed	-$162K	–	204
2016 Q4	$162K	Buy	+12,148	New	+$149K	0.38%	12

Other funds holding FOR

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lucus Advisors's FOR Position: Q1 2017 in Review

Lucus Advisors sold out of Forestar Group (FOR) in Q1 2017, closing a stake of 12,148 shares — an estimated $162K sold.

Lucus Advisors first reported a position in FOR in Q4 2016 and held it in 1 quarter. The position peaked at $162K in Q4 2016. 153 funds tracked by Wall St. Rank hold FOR as of Q1 2017.

Lucus Advisors reported no remaining Forestar Group position as of Q1 2017 after selling out during the quarter.
Lucus Advisors sold 12,148 Forestar Group shares in Q1 2017, an estimated $162K.
Lucus Advisors first reported a position in Forestar Group in Q4 2016 and held it in 1 quarter.
Lucus Advisors's Forestar Group position peaked at $162K in Q4 2016.
153 funds tracked by Wall St. Rank held Forestar Group as of Q1 2017.

Based on Lucus Advisors's 13F filing for Q1 2017, filed 15 May 2017.