Lucus Advisors’s Marcus & Millichap MMI Stock Holding History

Lucus Advisors’s Portfolio MMI Stock Details MMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-16,775	Closed	-$412K	–	227
2017 Q1	$412K	Buy	+16,775	New	+$434K	0.38%	77
2016 Q1	–	Sell	-9,057	Closed	-$264K	–	323
2015 Q4	$264K	Sell	9,057 -1,369	-13%	-$51K	0.16%	274
2015 Q3	$479K	Sell	10,426 -154	-1%	-$7.21K	0.27%	33
2015 Q2	$488K	Sell	10,580 -3,581	-25%	-$153K	0.23%	209
2015 Q1	$531K	Buy	+14,161	New	+$506K	0.27%	93

Other funds holding MMI

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

TCGI

Three Corner Global Investors New York $309M AUM 31.24% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Lucus Advisors's MMI Position: Q2 2017 in Review

Lucus Advisors sold out of Marcus & Millichap (MMI) in Q2 2017, closing a stake of 16,775 shares — an estimated $412K sold.

Lucus Advisors first reported a position in MMI in Q1 2015 and held it in 5 quarters. The position peaked at $531K in Q1 2015. 100 funds tracked by Wall St. Rank hold MMI as of Q2 2017.

Lucus Advisors reported no remaining Marcus & Millichap position as of Q2 2017 after selling out during the quarter.
Lucus Advisors sold 16,775 Marcus & Millichap shares in Q2 2017, an estimated $412K.
Lucus Advisors first reported a position in Marcus & Millichap in Q1 2015 and held it in 5 quarters.
Lucus Advisors's Marcus & Millichap position peaked at $531K in Q1 2015.
100 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2017.

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