Lucus Advisors’s Huron Consulting HURN Stock Holding History

Lucus Advisors’s Portfolio HURN Stock Details HURN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$235K	Buy	+6,164	New	+$243K	0.41%	38
2016 Q4	–	Sell	-6,689	Closed	-$400K	–	99
2016 Q3	$400K	Buy	6,689 +835	+14%	+$51.6K	0.34%	44
2016 Q2	$354K	Buy	+5,854	New	+$340K	0.29%	42
2015 Q2	–	Sell	-3,456	Closed	-$229K	–	360
2015 Q1	$229K	Sell	3,456 -3,305	-49%	-$232K	0.12%	290
2014 Q4	$462K	Buy	+6,761	New	+$452K	0.21%	187

Other funds holding HURN

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lucus Advisors's HURN Position: Q1 2018 in Review

Lucus Advisors opened a new position in Huron Consulting (HURN) in Q1 2018: 6,164 shares worth $235K. The stake represents 0.41% of the portfolio and ranks #38 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in HURN as recently as Q3 2016.

Lucus Advisors first reported a position in HURN in Q4 2014 and has held it in 5 quarters since. The position peaked at $462K in Q4 2014. 115 funds tracked by Wall St. Rank hold HURN as of Q1 2018.

Lucus Advisors held 6,164 shares of Huron Consulting worth $235K as of Q1 2018.
Huron Consulting was a new Lucus Advisors position in Q1 2018.
Huron Consulting made up 0.41% of Lucus Advisors's portfolio in Q1 2018, its #38 holding.
Lucus Advisors first reported a position in Huron Consulting in Q4 2014 and has held it in 5 quarters since.
Lucus Advisors's Huron Consulting position peaked at $462K in Q4 2014.
115 funds tracked by Wall St. Rank held Huron Consulting as of Q1 2018.

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