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Lucus Advisors’s Piper Sandler PIPR Stock Holding History

Lucus Advisors’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$213K Buy
+10,268
New +$227K 0.37% 137
2017
Q3 		– Sell
-23,764
Closed -$356K – 240
2017
Q2 		$356K Buy
+23,764
New +$359K 0.48% 135
2016
Q3 		– Sell
-37,492
Closed -$353K – 276
2016
Q2 		$353K Sell
37,492
-5,316
-12% -$56.4K 0.29% 58
2016
Q1 		$530K Buy
+42,808
New +$434K 0.31% 37

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lucus Advisors's PIPR Position: Q1 2018 in Review

Lucus Advisors opened a new position in Piper Sandler (PIPR) in Q1 2018: 10,268 shares worth $213K. The stake represents 0.37% of the portfolio and ranks #137 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in PIPR as recently as Q2 2017.

Lucus Advisors first reported a position in PIPR in Q1 2016 and has held it in 4 quarters since. The position peaked at $530K in Q1 2016. 219 funds tracked by Wall St. Rank hold PIPR as of Q1 2018.

  • Lucus Advisors held 10,268 shares of Piper Sandler worth $213K as of Q1 2018.
  • Piper Sandler was a new Lucus Advisors position in Q1 2018.
  • Piper Sandler made up 0.37% of Lucus Advisors's portfolio in Q1 2018, its #137 holding.
  • Lucus Advisors first reported a position in Piper Sandler in Q1 2016 and has held it in 4 quarters since.
  • Lucus Advisors's Piper Sandler position peaked at $530K in Q1 2016.
  • 219 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2018.

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