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Lucus Advisors’s Pediatrix Medical MD Stock Holding History

Lucus Advisors’s Portfolio MD Stock Details MD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-4,413
Closed -$327K – 355
2015
Q2 		$327K Sell
4,413
-662
-13% -$47.6K 0.16% 312
2015
Q1 		$368K Buy
5,075
+1,070
+27% +$74.4K 0.19% 234
2014
Q4 		$265K Buy
+4,005
New +$244K 0.12% 307

Other funds holding MD

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 $865B AUM 30.76% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lucus Advisors's MD Position: Q3 2015 in Review

Lucus Advisors sold out of Pediatrix Medical (MD) in Q3 2015, closing a stake of 4,413 shares — an estimated $327K sold.

Lucus Advisors first reported a position in MD in Q4 2014 and held it in 3 quarters. The position peaked at $368K in Q1 2015. 376 funds tracked by Wall St. Rank hold MD as of Q3 2015.

  • Lucus Advisors reported no remaining Pediatrix Medical position as of Q3 2015 after selling out during the quarter.
  • Lucus Advisors sold 4,413 Pediatrix Medical shares in Q3 2015, an estimated $327K.
  • Lucus Advisors first reported a position in Pediatrix Medical in Q4 2014 and held it in 3 quarters.
  • Lucus Advisors's Pediatrix Medical position peaked at $368K in Q1 2015.
  • 376 funds tracked by Wall St. Rank held Pediatrix Medical as of Q3 2015.

Based on Lucus Advisors's 13F filing for Q3 2015, filed 23 Oct 2015.