Lucus Advisors’s Chart Industries GTLS Stock Holding History

Lucus Advisors’s Portfolio GTLS Stock Details GTLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-10,325	Closed	-$359K	–	215
2017 Q2	$359K	Sell	10,325 -1,452	-12%	-$50.6K	0.48%	73
2017 Q1	$411K	Buy	+11,777	New	+$436K	0.38%	91
2016 Q4	–	Sell	-12,208	Closed	-$401K	–	91
2016 Q3	$401K	Buy	+12,208	New	+$354K	0.35%	38

Other funds holding GTLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lucus Advisors's GTLS Position: Q3 2017 in Review

Lucus Advisors sold out of Chart Industries (GTLS) in Q3 2017, closing a stake of 10,325 shares — an estimated $359K sold.

Lucus Advisors first reported a position in GTLS in Q3 2016 and held it in 3 quarters. The position peaked at $411K in Q1 2017. 167 funds tracked by Wall St. Rank hold GTLS as of Q3 2017.

Lucus Advisors reported no remaining Chart Industries position as of Q3 2017 after selling out during the quarter.
Lucus Advisors sold 10,325 Chart Industries shares in Q3 2017, an estimated $359K.
Lucus Advisors first reported a position in Chart Industries in Q3 2016 and held it in 3 quarters.
Lucus Advisors's Chart Industries position peaked at $411K in Q1 2017.
167 funds tracked by Wall St. Rank held Chart Industries as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.