Lucus Advisors’s SP Plus Corporation SP Stock Holding History

Lucus Advisors’s Portfolio SP Stock Details SP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-8,749	Closed	-$346K	–	262
2017 Q3	$346K	Buy	+8,749	New	+$307K	0.49%	147

Other funds holding SP

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

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

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

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Lucus Advisors's SP Position: Q4 2017 in Review

Lucus Advisors sold out of SP Plus Corporation (SP) in Q4 2017, closing a stake of 8,749 shares — an estimated $346K sold.

Lucus Advisors first reported a position in SP in Q3 2017 and held it in 1 quarter. The position peaked at $346K in Q3 2017. 180 funds tracked by Wall St. Rank hold SP as of Q4 2017.

Lucus Advisors reported no remaining SP Plus Corporation position as of Q4 2017 after selling out during the quarter.
Lucus Advisors sold 8,749 SP Plus Corporation shares in Q4 2017, an estimated $346K.
Lucus Advisors first reported a position in SP Plus Corporation in Q3 2017 and held it in 1 quarter.
Lucus Advisors's SP Plus Corporation position peaked at $346K in Q3 2017.
180 funds tracked by Wall St. Rank held SP Plus Corporation as of Q4 2017.

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