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Lucus Advisors’s Koppers KOP Stock Holding History

Lucus Advisors’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9,715
Closed -$411K – 221
2017
Q1 		$411K Buy
+9,715
New +$408K 0.38% 96
2016
Q2 		– Sell
-10,516
Closed -$236K – 277
2016
Q1 		$236K Buy
+10,516
New +$187K 0.14% 261

Other funds holding KOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Lucus Advisors's KOP Position: Q2 2017 in Review

Lucus Advisors sold out of Koppers (KOP) in Q2 2017, closing a stake of 9,715 shares — an estimated $411K sold.

Lucus Advisors first reported a position in KOP in Q1 2016 and held it in 2 quarters. The position peaked at $411K in Q1 2017. 170 funds tracked by Wall St. Rank hold KOP as of Q2 2017.

  • Lucus Advisors reported no remaining Koppers position as of Q2 2017 after selling out during the quarter.
  • Lucus Advisors sold 9,715 Koppers shares in Q2 2017, an estimated $411K.
  • Lucus Advisors first reported a position in Koppers in Q1 2016 and held it in 2 quarters.
  • Lucus Advisors's Koppers position peaked at $411K in Q1 2017.
  • 170 funds tracked by Wall St. Rank held Koppers as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.