Lucus Advisors’s KLA KLAC Stock Holding History

Lucus Advisors’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-38,630	Closed	-$354K	–	222
2017 Q2	$354K	Buy	+38,630	New	+$386K	0.48%	167

Other funds holding KLAC

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Lucus Advisors's KLAC Position: Q3 2017 in Review

Lucus Advisors sold out of KLA (KLAC) in Q3 2017, closing a stake of 38,630 shares — an estimated $354K sold.

Lucus Advisors first reported a position in KLAC in Q2 2017 and held it in 1 quarter. The position peaked at $354K in Q2 2017. 530 funds tracked by Wall St. Rank hold KLAC as of Q3 2017.

Lucus Advisors reported no remaining KLA position as of Q3 2017 after selling out during the quarter.
Lucus Advisors sold 38,630 KLA shares in Q3 2017, an estimated $354K.
Lucus Advisors first reported a position in KLA in Q2 2017 and held it in 1 quarter.
Lucus Advisors's KLA position peaked at $354K in Q2 2017.
530 funds tracked by Wall St. Rank held KLA as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.