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Lucus Advisors’s Insperity NSP Stock Holding History

Lucus Advisors’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-9,202
Closed -$355K – 269
2016
Q2 		$355K Sell
9,202
-10,904
-54% -$353K 0.29% 32
2016
Q1 		$520K Sell
20,106
-1,644
-8% -$38.7K 0.31% 152
2015
Q4 		$524K Buy
21,750
+1,342
+7% +$30.4K 0.32% 19
2015
Q3 		$448K Buy
20,408
+1,268
+7% +$30.1K 0.25% 132
2015
Q2 		$487K Sell
19,140
-1,670
-8% -$43.6K 0.23% 218
2015
Q1 		$544K Sell
20,810
-8,998
-30% -$210K 0.28% 60
2014
Q4 		$505K Buy
+29,808
New +$471K 0.23% 37

Other funds holding NSP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lucus Advisors's NSP Position: Q3 2016 in Review

Lucus Advisors sold out of Insperity (NSP) in Q3 2016, closing a stake of 9,202 shares — an estimated $355K sold.

Lucus Advisors first reported a position in NSP in Q4 2014 and held it in 7 quarters. The position peaked at $544K in Q1 2015. 209 funds tracked by Wall St. Rank hold NSP as of Q3 2016.

  • Lucus Advisors reported no remaining Insperity position as of Q3 2016 after selling out during the quarter.
  • Lucus Advisors sold 9,202 Insperity shares in Q3 2016, an estimated $355K.
  • Lucus Advisors first reported a position in Insperity in Q4 2014 and held it in 7 quarters.
  • Lucus Advisors's Insperity position peaked at $544K in Q1 2015.
  • 209 funds tracked by Wall St. Rank held Insperity as of Q3 2016.

Based on Lucus Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.