Lucus Advisors’s Korn Ferry KFY Stock Holding History

Lucus Advisors’s Portfolio KFY Stock Details KFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-13,530	Closed	-$445K	–	363
2015 Q1	$445K	Buy	13,530 +674	+5%	+$20.4K	0.23%	201
2014 Q4	$370K	Buy	+12,856	New	+$349K	0.17%	283

Other funds holding KFY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Lucus Advisors's KFY Position: Q2 2015 in Review

Lucus Advisors sold out of Korn Ferry (KFY) in Q2 2015, closing a stake of 13,530 shares — an estimated $445K sold.

Lucus Advisors first reported a position in KFY in Q4 2014 and held it in 2 quarters. The position peaked at $445K in Q1 2015. 212 funds tracked by Wall St. Rank hold KFY as of Q2 2015.

Lucus Advisors reported no remaining Korn Ferry position as of Q2 2015 after selling out during the quarter.
Lucus Advisors sold 13,530 Korn Ferry shares in Q2 2015, an estimated $445K.
Lucus Advisors first reported a position in Korn Ferry in Q4 2014 and held it in 2 quarters.
Lucus Advisors's Korn Ferry position peaked at $445K in Q1 2015.
212 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2015.

Based on Lucus Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.