LA
SFLY

Lucus Advisors’s Shutterfly, Inc. SFLY Stock Holding History

Lucus Advisors’s Portfolio SFLY Stock Details SFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-7,168
Closed -$348K – 281
2017
Q3 		$348K Sell
7,168
-327
-4% -$15.4K 0.49% 110
2017
Q2 		$356K Buy
+7,495
New +$373K 0.48% 143

Other funds holding SFLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

Lucus Advisors's SFLY Position: Q4 2017 in Review

Lucus Advisors sold out of Shutterfly, Inc. (SFLY) in Q4 2017, closing a stake of 7,168 shares — an estimated $348K sold.

Lucus Advisors first reported a position in SFLY in Q2 2017 and held it in 2 quarters. The position peaked at $356K in Q2 2017. 183 funds tracked by Wall St. Rank hold SFLY as of Q4 2017.

  • Lucus Advisors reported no remaining Shutterfly, Inc. position as of Q4 2017 after selling out during the quarter.
  • Lucus Advisors sold 7,168 Shutterfly, Inc. shares in Q4 2017, an estimated $348K.
  • Lucus Advisors first reported a position in Shutterfly, Inc. in Q2 2017 and held it in 2 quarters.
  • Lucus Advisors's Shutterfly, Inc. position peaked at $356K in Q2 2017.
  • 183 funds tracked by Wall St. Rank held Shutterfly, Inc. as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.