Lucus Advisors’s Steelcase SCS Stock Holding History

Lucus Advisors’s Portfolio SCS Stock Details SCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-25,436	Closed	-$356K	–	244
2017 Q2	$356K	Buy	+25,436	New	+$419K	0.48%	137
2016 Q2	–	Sell	-34,808	Closed	-$519K	–	296
2016 Q1	$519K	Buy	+34,808	New	+$463K	0.31%	168

Other funds holding SCS

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Lucus Advisors's SCS Position: Q3 2017 in Review

Lucus Advisors sold out of Steelcase (SCS) in Q3 2017, closing a stake of 25,436 shares — an estimated $356K sold.

Lucus Advisors first reported a position in SCS in Q1 2016 and held it in 2 quarters. The position peaked at $519K in Q1 2016. 191 funds tracked by Wall St. Rank hold SCS as of Q3 2017.

Lucus Advisors reported no remaining Steelcase position as of Q3 2017 after selling out during the quarter.
Lucus Advisors sold 25,436 Steelcase shares in Q3 2017, an estimated $356K.
Lucus Advisors first reported a position in Steelcase in Q1 2016 and held it in 2 quarters.
Lucus Advisors's Steelcase position peaked at $519K in Q1 2016.
191 funds tracked by Wall St. Rank held Steelcase as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.