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Lucus Advisors’s Selective Insurance SIGI Stock Holding History

Lucus Advisors’s Portfolio SIGI Stock Details SIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-14,239
Closed -$521K – 297
2016
Q1 		$521K Buy
14,239
+4,079
+40% +$135K 0.31% 139
2015
Q4 		$341K Sell
10,160
-4,762
-32% -$165K 0.21% 229
2015
Q3 		$463K Sell
14,922
-3,794
-20% -$116K 0.26% 72
2015
Q2 		$525K Buy
+18,716
New +$520K 0.25% 43

Other funds holding SIGI

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucus Advisors's SIGI Position: Q2 2016 in Review

Lucus Advisors sold out of Selective Insurance (SIGI) in Q2 2016, closing a stake of 14,239 shares — an estimated $521K sold.

Lucus Advisors first reported a position in SIGI in Q2 2015 and held it in 4 quarters. The position peaked at $525K in Q2 2015. 213 funds tracked by Wall St. Rank hold SIGI as of Q2 2016.

  • Lucus Advisors reported no remaining Selective Insurance position as of Q2 2016 after selling out during the quarter.
  • Lucus Advisors sold 14,239 Selective Insurance shares in Q2 2016, an estimated $521K.
  • Lucus Advisors first reported a position in Selective Insurance in Q2 2015 and held it in 4 quarters.
  • Lucus Advisors's Selective Insurance position peaked at $525K in Q2 2015.
  • 213 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2016.

Based on Lucus Advisors's 13F filing for Q2 2016, filed 27 Jul 2016.