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Lucus Advisors’s HCI Group HCI Stock Holding History

Lucus Advisors’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9,120
Closed -$416K – 213
2017
Q1 		$416K Buy
+9,120
New +$401K 0.38% 31
2016
Q2 		– Sell
-15,701
Closed -$523K – 272
2016
Q1 		$523K Buy
15,701
+3,598
+30% +$117K 0.31% 100
2015
Q4 		$422K Buy
12,103
+229
+2% +$8.94K 0.26% 141
2015
Q3 		$460K Buy
11,874
+73
+0.6% +$3.02K 0.26% 81
2015
Q2 		$522K Buy
11,801
+799
+7% +$35.8K 0.25% 50
2015
Q1 		$505K Sell
11,002
-276
-2% -$12.8K 0.26% 147
2014
Q4 		$488K Buy
+11,278
New +$498K 0.22% 75

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lucus Advisors's HCI Position: Q2 2017 in Review

Lucus Advisors sold out of HCI Group (HCI) in Q2 2017, closing a stake of 9,120 shares — an estimated $416K sold.

Lucus Advisors first reported a position in HCI in Q4 2014 and held it in 7 quarters. The position peaked at $523K in Q1 2016. 127 funds tracked by Wall St. Rank hold HCI as of Q2 2017.

  • Lucus Advisors reported no remaining HCI Group position as of Q2 2017 after selling out during the quarter.
  • Lucus Advisors sold 9,120 HCI Group shares in Q2 2017, an estimated $416K.
  • Lucus Advisors first reported a position in HCI Group in Q4 2014 and held it in 7 quarters.
  • Lucus Advisors's HCI Group position peaked at $523K in Q1 2016.
  • 127 funds tracked by Wall St. Rank held HCI Group as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.