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Lucus Advisors’s Globus Medical GMED Stock Holding History

Lucus Advisors’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-17,350
Closed -$438K – 357
2015
Q1 		$438K Sell
17,350
-2,657
-13% -$64.7K 0.22% 207
2014
Q4 		$476K Buy
+20,007
New +$443K 0.21% 127

Other funds holding GMED

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lucus Advisors's GMED Position: Q2 2015 in Review

Lucus Advisors sold out of Globus Medical (GMED) in Q2 2015, closing a stake of 17,350 shares — an estimated $438K sold.

Lucus Advisors first reported a position in GMED in Q4 2014 and held it in 2 quarters. The position peaked at $476K in Q4 2014. 180 funds tracked by Wall St. Rank hold GMED as of Q2 2015.

  • Lucus Advisors reported no remaining Globus Medical position as of Q2 2015 after selling out during the quarter.
  • Lucus Advisors sold 17,350 Globus Medical shares in Q2 2015, an estimated $438K.
  • Lucus Advisors first reported a position in Globus Medical in Q4 2014 and held it in 2 quarters.
  • Lucus Advisors's Globus Medical position peaked at $476K in Q4 2014.
  • 180 funds tracked by Wall St. Rank held Globus Medical as of Q2 2015.

Based on Lucus Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.