Lucus Advisors’s New York Times NYT Stock Holding History

Lucus Advisors’s Portfolio NYT Stock Details NYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-32,920	Closed	-$393K	–	131
2016 Q3	$393K	Buy	+32,920	New	+$417K	0.34%	144

Other funds holding NYT

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

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

JCG

JHL Capital Group Chicago, Illinois $805M AUM 50.84% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lucus Advisors's NYT Position: Q4 2016 in Review

Lucus Advisors sold out of New York Times (NYT) in Q4 2016, closing a stake of 32,920 shares — an estimated $393K sold.

Lucus Advisors first reported a position in NYT in Q3 2016 and held it in 1 quarter. The position peaked at $393K in Q3 2016. 180 funds tracked by Wall St. Rank hold NYT as of Q4 2016.

Lucus Advisors reported no remaining New York Times position as of Q4 2016 after selling out during the quarter.
Lucus Advisors sold 32,920 New York Times shares in Q4 2016, an estimated $393K.
Lucus Advisors first reported a position in New York Times in Q3 2016 and held it in 1 quarter.
Lucus Advisors's New York Times position peaked at $393K in Q3 2016.
180 funds tracked by Wall St. Rank held New York Times as of Q4 2016.

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