LA
STJ

Lucus Advisors’s St Jude Medical STJ Stock Holding History

Lucus Advisors’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-7,360
Closed -$455K – 405
2015
Q4 		$455K Buy
7,360
+825
+13% +$52K 0.28% 97
2015
Q3 		$412K Sell
6,535
-417
-6% -$29.8K 0.23% 253
2015
Q2 		$508K Buy
6,952
+2,029
+41% +$147K 0.24% 96
2015
Q1 		$322K Buy
+4,923
New +$327K 0.16% 260

Other funds holding STJ

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lucus Advisors's STJ Position: Q1 2016 in Review

Lucus Advisors sold out of St Jude Medical (STJ) in Q1 2016, closing a stake of 7,360 shares — an estimated $455K sold.

Lucus Advisors first reported a position in STJ in Q1 2015 and held it in 4 quarters. The position peaked at $508K in Q2 2015. 570 funds tracked by Wall St. Rank hold STJ as of Q1 2016.

  • Lucus Advisors reported no remaining St Jude Medical position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 7,360 St Jude Medical shares in Q1 2016, an estimated $455K.
  • Lucus Advisors first reported a position in St Jude Medical in Q1 2015 and held it in 4 quarters.
  • Lucus Advisors's St Jude Medical position peaked at $508K in Q2 2015.
  • 570 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2016.

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