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Lucus Advisors’s Orthofix Medical OFIX Stock Holding History

Lucus Advisors’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-9,299
Closed -$398K – 132
2016
Q3 		$398K Buy
+9,299
New +$415K 0.34% 67

Other funds holding OFIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
KAM
Krensavage Asset Management New York $263M AUM 66.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lucus Advisors's OFIX Position: Q4 2016 in Review

Lucus Advisors sold out of Orthofix Medical (OFIX) in Q4 2016, closing a stake of 9,299 shares — an estimated $398K sold.

Lucus Advisors first reported a position in OFIX in Q3 2016 and held it in 1 quarter. The position peaked at $398K in Q3 2016. 136 funds tracked by Wall St. Rank hold OFIX as of Q4 2016.

  • Lucus Advisors reported no remaining Orthofix Medical position as of Q4 2016 after selling out during the quarter.
  • Lucus Advisors sold 9,299 Orthofix Medical shares in Q4 2016, an estimated $398K.
  • Lucus Advisors first reported a position in Orthofix Medical in Q3 2016 and held it in 1 quarter.
  • Lucus Advisors's Orthofix Medical position peaked at $398K in Q3 2016.
  • 136 funds tracked by Wall St. Rank held Orthofix Medical as of Q4 2016.

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