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Lucus Advisors’s Insteel Industries IIIN Stock Holding History

Lucus Advisors’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-12,485
Closed -$357K – 260
2016
Q2 		$357K Sell
12,485
-4,365
-26% -$124K 0.29% 25
2016
Q1 		$515K Buy
+16,850
New +$421K 0.3% 205

Other funds holding IIIN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Lucus Advisors's IIIN Position: Q3 2016 in Review

Lucus Advisors sold out of Insteel Industries (IIIN) in Q3 2016, closing a stake of 12,485 shares — an estimated $357K sold.

Lucus Advisors first reported a position in IIIN in Q1 2016 and held it in 2 quarters. The position peaked at $515K in Q1 2016. 154 funds tracked by Wall St. Rank hold IIIN as of Q3 2016.

  • Lucus Advisors reported no remaining Insteel Industries position as of Q3 2016 after selling out during the quarter.
  • Lucus Advisors sold 12,485 Insteel Industries shares in Q3 2016, an estimated $357K.
  • Lucus Advisors first reported a position in Insteel Industries in Q1 2016 and held it in 2 quarters.
  • Lucus Advisors's Insteel Industries position peaked at $515K in Q1 2016.
  • 154 funds tracked by Wall St. Rank held Insteel Industries as of Q3 2016.

Based on Lucus Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.