LA
SCAI

Lucus Advisors’s Surgical Care Affiliates, Inc. SCAI Stock Holding History

Lucus Advisors’s Portfolio SCAI Stock Details SCAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-14,390
Closed -$573K – 400
2015
Q4 		$573K Buy
14,390
+1,459
+11% +$50.8K 0.35% 9
2015
Q3 		$423K Sell
12,931
-490
-4% -$18.4K 0.24% 236
2015
Q2 		$515K Buy
+13,421
New +$509K 0.25% 69

Other funds holding SCAI

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lucus Advisors's SCAI Position: Q1 2016 in Review

Lucus Advisors sold out of Surgical Care Affiliates, Inc. (SCAI) in Q1 2016, closing a stake of 14,390 shares — an estimated $573K sold.

Lucus Advisors first reported a position in SCAI in Q2 2015 and held it in 3 quarters. The position peaked at $573K in Q4 2015. 156 funds tracked by Wall St. Rank hold SCAI as of Q1 2016.

  • Lucus Advisors reported no remaining Surgical Care Affiliates, Inc. position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 14,390 Surgical Care Affiliates, Inc. shares in Q1 2016, an estimated $573K.
  • Lucus Advisors first reported a position in Surgical Care Affiliates, Inc. in Q2 2015 and held it in 3 quarters.
  • Lucus Advisors's Surgical Care Affiliates, Inc. position peaked at $573K in Q4 2015.
  • 156 funds tracked by Wall St. Rank held Surgical Care Affiliates, Inc. as of Q1 2016.

Based on Lucus Advisors's 13F filing for Q1 2016, filed 13 May 2016.