LA
RS icon

Lucus Advisors’s Reliance Steel & Aluminium RS Stock Holding History

Lucus Advisors’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,664
Closed -$359K – 285
2016
Q2 		$359K Sell
4,664
-2,783
-37% -$204K 0.29% 18
2016
Q1 		$515K Buy
+7,447
New +$451K 0.3% 206

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Lucus Advisors's RS Position: Q3 2016 in Review

Lucus Advisors sold out of Reliance Steel & Aluminium (RS) in Q3 2016, closing a stake of 4,664 shares — an estimated $359K sold.

Lucus Advisors first reported a position in RS in Q1 2016 and held it in 2 quarters. The position peaked at $515K in Q1 2016. 326 funds tracked by Wall St. Rank hold RS as of Q3 2016.

  • Lucus Advisors reported no remaining Reliance Steel & Aluminium position as of Q3 2016 after selling out during the quarter.
  • Lucus Advisors sold 4,664 Reliance Steel & Aluminium shares in Q3 2016, an estimated $359K.
  • Lucus Advisors first reported a position in Reliance Steel & Aluminium in Q1 2016 and held it in 2 quarters.
  • Lucus Advisors's Reliance Steel & Aluminium position peaked at $515K in Q1 2016.
  • 326 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2016.

Based on Lucus Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.