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Lucus Advisors’s Haverty Furniture Companies HVT Stock Holding History

Lucus Advisors’s Portfolio HVT Stock Details HVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-14,105
Closed -$319K – 230
2017
Q4 		$319K Buy
+14,105
New +$340K 0.47% 178

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 HVT Position: Q1 2018 in Review

Lucus Advisors sold out of Haverty Furniture Companies (HVT) in Q1 2018, closing a stake of 14,105 shares — an estimated $319K sold.

Lucus Advisors first reported a position in HVT in Q4 2017 and held it in 1 quarter. The position peaked at $319K in Q4 2017. 129 funds tracked by Wall St. Rank hold HVT as of Q1 2018.

  • Lucus Advisors reported no remaining Haverty Furniture Companies position as of Q1 2018 after selling out during the quarter.
  • Lucus Advisors sold 14,105 Haverty Furniture Companies shares in Q1 2018, an estimated $319K.
  • Lucus Advisors first reported a position in Haverty Furniture Companies in Q4 2017 and held it in 1 quarter.
  • Lucus Advisors's Haverty Furniture Companies position peaked at $319K in Q4 2017.
  • 129 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2018.

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