LA
HOUS

Lucus Advisors’s Anywhere Real Estate HOUS Stock Holding History

Lucus Advisors’s Portfolio HOUS Stock Details HOUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$231K Sell
8,486
-4,349
-34% -$114K 0.4% 44
2017
Q4 		$340K Buy
12,835
+2,493
+24% +$72.3K 0.5% 48
2017
Q3 		$341K Buy
+10,342
New +$349K 0.48% 173
2016
Q4 		– Sell
-15,261
Closed -$395K – 96
2016
Q3 		$395K Buy
+15,261
New +$423K 0.34% 110

Other funds holding HOUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

Lucus Advisors's HOUS Position: Q1 2018 in Review

Lucus Advisors reduced its Anywhere Real Estate (HOUS) stake by 34% in Q1 2018, selling an estimated $114K and leaving 8,486 shares worth $231K. The position accounts for 0.4% of the portfolio, ranked #44.

Lucus Advisors first reported a position in HOUS in Q3 2016 and has held it in 4 quarters since. The position peaked at $395K in Q3 2016. 237 funds tracked by Wall St. Rank hold HOUS as of Q1 2018.

  • Lucus Advisors held 8,486 shares of Anywhere Real Estate worth $231K as of Q1 2018.
  • Lucus Advisors sold 4,349 Anywhere Real Estate shares in Q1 2018, an estimated $114K.
  • Anywhere Real Estate made up 0.4% of Lucus Advisors's portfolio in Q1 2018, its #44 holding.
  • Lucus Advisors first reported a position in Anywhere Real Estate in Q3 2016 and has held it in 4 quarters since.
  • Lucus Advisors's Anywhere Real Estate position peaked at $395K in Q3 2016.
  • 237 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q1 2018.

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