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Lucus Advisors’s Gibraltar Industries ROCK Stock Holding History

Lucus Advisors’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,579
Closed -$349K – 252
2017
Q4 		$349K Sell
10,579
-658
-6% -$21K 0.51% 17
2017
Q3 		$350K Buy
+11,237
New +$339K 0.49% 57
2017
Q2 		– Sell
-9,975
Closed -$411K – 241
2017
Q1 		$411K Buy
+9,975
New +$417K 0.38% 98
2016
Q4 		– Sell
-10,525
Closed -$391K – 145
2016
Q3 		$391K Buy
+10,525
New +$385K 0.34% 168

Other funds holding ROCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Lucus Advisors's ROCK Position: Q1 2018 in Review

Lucus Advisors sold out of Gibraltar Industries (ROCK) in Q1 2018, closing a stake of 10,579 shares — an estimated $349K sold.

Lucus Advisors first reported a position in ROCK in Q3 2016 and held it in 4 quarters. The position peaked at $411K in Q1 2017. 163 funds tracked by Wall St. Rank hold ROCK as of Q1 2018.

  • Lucus Advisors reported no remaining Gibraltar Industries position as of Q1 2018 after selling out during the quarter.
  • Lucus Advisors sold 10,579 Gibraltar Industries shares in Q1 2018, an estimated $349K.
  • Lucus Advisors first reported a position in Gibraltar Industries in Q3 2016 and held it in 4 quarters.
  • Lucus Advisors's Gibraltar Industries position peaked at $411K in Q1 2017.
  • 163 funds tracked by Wall St. Rank held Gibraltar Industries as of Q1 2018.

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