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Lucus Advisors’s The Greenbrier Companies GBX Stock Holding History

Lucus Advisors’s Portfolio GBX Stock Details GBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,407
Closed -$341K – 223
2017
Q4 		$341K Buy
+6,407
New +$321K 0.5% 40
2017
Q2 		– Sell
-9,501
Closed -$409K – 211
2017
Q1 		$409K Buy
+9,501
New +$419K 0.38% 117
2016
Q4 		– Sell
-11,158
Closed -$394K – 87
2016
Q3 		$394K Sell
11,158
-944
-8% -$30.9K 0.34% 126
2016
Q2 		$353K Buy
+12,102
New +$348K 0.29% 56

Other funds holding GBX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lucus Advisors's GBX Position: Q1 2018 in Review

Lucus Advisors sold out of The Greenbrier Companies (GBX) in Q1 2018, closing a stake of 6,407 shares — an estimated $341K sold.

Lucus Advisors first reported a position in GBX in Q2 2016 and held it in 4 quarters. The position peaked at $409K in Q1 2017. 259 funds tracked by Wall St. Rank hold GBX as of Q1 2018.

  • Lucus Advisors reported no remaining The Greenbrier Companies position as of Q1 2018 after selling out during the quarter.
  • Lucus Advisors sold 6,407 The Greenbrier Companies shares in Q1 2018, an estimated $341K.
  • Lucus Advisors first reported a position in The Greenbrier Companies in Q2 2016 and held it in 4 quarters.
  • Lucus Advisors's The Greenbrier Companies position peaked at $409K in Q1 2017.
  • 259 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2018.

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