Lucus Advisors’s Rush Enterprises Class A RUSHA Stock Holding History

Lucus Advisors’s Portfolio RUSHA Stock Details RUSHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-28,330	Closed	-$417K	–	242
2017 Q1	$417K	Buy	+28,330	New	+$419K	0.39%	27

Other funds holding RUSHA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lucus Advisors's RUSHA Position: Q2 2017 in Review

Lucus Advisors sold out of Rush Enterprises Class A (RUSHA) in Q2 2017, closing a stake of 28,330 shares — an estimated $417K sold.

Lucus Advisors first reported a position in RUSHA in Q1 2017 and held it in 1 quarter. The position peaked at $417K in Q1 2017. 154 funds tracked by Wall St. Rank hold RUSHA as of Q2 2017.

Lucus Advisors reported no remaining Rush Enterprises Class A position as of Q2 2017 after selling out during the quarter.
Lucus Advisors sold 28,330 Rush Enterprises Class A shares in Q2 2017, an estimated $417K.
Lucus Advisors first reported a position in Rush Enterprises Class A in Q1 2017 and held it in 1 quarter.
Lucus Advisors's Rush Enterprises Class A position peaked at $417K in Q1 2017.
154 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.