Lucus Advisors’s News Corp Class A NWSA Stock Holding History

Lucus Advisors’s Portfolio NWSA Stock Details NWSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-20,715	Closed	-$336K	–	246
2017 Q4	$336K	Buy	+20,715	New	+$310K	0.49%	83

Other funds holding NWSA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Lucus Advisors's NWSA Position: Q1 2018 in Review

Lucus Advisors sold out of News Corp Class A (NWSA) in Q1 2018, closing a stake of 20,715 shares — an estimated $336K sold.

Lucus Advisors first reported a position in NWSA in Q4 2017 and held it in 1 quarter. The position peaked at $336K in Q4 2017. 394 funds tracked by Wall St. Rank hold NWSA as of Q1 2018.

Lucus Advisors reported no remaining News Corp Class A position as of Q1 2018 after selling out during the quarter.
Lucus Advisors sold 20,715 News Corp Class A shares in Q1 2018, an estimated $336K.
Lucus Advisors first reported a position in News Corp Class A in Q4 2017 and held it in 1 quarter.
Lucus Advisors's News Corp Class A position peaked at $336K in Q4 2017.
394 funds tracked by Wall St. Rank held News Corp Class A as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.