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Lucus Advisors’s RH RH Stock Holding History

Lucus Advisors’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$282K Sell
2,957
-328
-10% -$29.1K 0.49% 18
2017
Q4 		$283K Sell
3,285
-1,606
-33% -$145K 0.41% 188
2017
Q3 		$344K Buy
+4,891
New +$307K 0.49% 165

Other funds holding RH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lucus Advisors's RH Position: Q1 2018 in Review

Lucus Advisors reduced its RH (RH) stake by 10% in Q1 2018, selling an estimated $29.1K and leaving 2,957 shares worth $282K. The position accounts for 0.49% of the portfolio, ranked #18.

Lucus Advisors first reported a position in RH in Q3 2017 and has held it in 3 quarters since. The position peaked at $344K in Q3 2017. 213 funds tracked by Wall St. Rank hold RH as of Q1 2018.

  • Lucus Advisors held 2,957 shares of RH worth $282K as of Q1 2018.
  • Lucus Advisors sold 328 RH shares in Q1 2018, an estimated $29.1K.
  • RH made up 0.49% of Lucus Advisors's portfolio in Q1 2018, its #18 holding.
  • Lucus Advisors first reported a position in RH in Q3 2017 and has held it in 3 quarters since.
  • Lucus Advisors's RH position peaked at $344K in Q3 2017.
  • 213 funds tracked by Wall St. Rank held RH as of Q1 2018.

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