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Lucus Advisors’s Marriott International MAR Stock Holding History

Lucus Advisors’s Portfolio MAR Stock Details MAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,838
Closed -$393K – 115
2016
Q3 		$393K Buy
5,838
+555
+11% +$39.1K 0.34% 142
2016
Q2 		$351K Sell
5,283
-2,042
-28% -$137K 0.29% 86
2016
Q1 		$521K Buy
7,325
+825
+13% +$54K 0.31% 135
2015
Q4 		$436K Buy
6,500
+66
+1% +$4.77K 0.26% 123
2015
Q3 		$439K Sell
6,434
-108
-2% -$7.81K 0.24% 168
2015
Q2 		$487K Buy
6,542
+2,557
+64% +$202K 0.23% 216
2015
Q1 		$320K Buy
+3,985
New +$318K 0.16% 262

Other funds holding MAR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lucus Advisors's MAR Position: Q4 2016 in Review

Lucus Advisors sold out of Marriott International (MAR) in Q4 2016, closing a stake of 5,838 shares — an estimated $393K sold.

Lucus Advisors first reported a position in MAR in Q1 2015 and held it in 7 quarters. The position peaked at $521K in Q1 2016. 688 funds tracked by Wall St. Rank hold MAR as of Q4 2016.

  • Lucus Advisors reported no remaining Marriott International position as of Q4 2016 after selling out during the quarter.
  • Lucus Advisors sold 5,838 Marriott International shares in Q4 2016, an estimated $393K.
  • Lucus Advisors first reported a position in Marriott International in Q1 2015 and held it in 7 quarters.
  • Lucus Advisors's Marriott International position peaked at $521K in Q1 2016.
  • 688 funds tracked by Wall St. Rank held Marriott International as of Q4 2016.

Based on Lucus Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.