Lucus Advisors’s Teradyne TER Stock Holding History

Lucus Advisors’s Portfolio TER Stock Details TER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-7,823	Closed	-$328K	–	257
2017 Q4	$328K	Buy	+7,823	New	+$323K	0.48%	147
2017 Q3	–	Sell	-11,794	Closed	-$354K	–	249
2017 Q2	$354K	Buy	+11,794	New	+$397K	0.48%	169
2016 Q4	–	Sell	-18,444	Closed	-$398K	–	161
2016 Q3	$398K	Buy	18,444 +606	+3%	+$12.5K	0.34%	69
2016 Q2	$351K	Buy	+17,838	New	+$352K	0.29%	91
2016 Q1	–	Sell	-25,365	Closed	-$524K	–	350
2015 Q4	$524K	Sell	25,365 -136	-0.5%	-$2.71K	0.32%	20
2015 Q3	$459K	Buy	25,501 +942	+4%	+$17.4K	0.26%	88
2015 Q2	$474K	Buy	24,559 +7,851	+47%	+$157K	0.23%	262
2015 Q1	$315K	Buy	+16,708	New	+$320K	0.16%	269

Other funds holding TER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Lucus Advisors's TER Position: Q1 2018 in Review

Lucus Advisors sold out of Teradyne (TER) in Q1 2018, closing a stake of 7,823 shares — an estimated $328K sold.

Lucus Advisors first reported a position in TER in Q1 2015 and held it in 8 quarters. The position peaked at $524K in Q4 2015. 432 funds tracked by Wall St. Rank hold TER as of Q1 2018.

Lucus Advisors reported no remaining Teradyne position as of Q1 2018 after selling out during the quarter.
Lucus Advisors sold 7,823 Teradyne shares in Q1 2018, an estimated $328K.
Lucus Advisors first reported a position in Teradyne in Q1 2015 and held it in 8 quarters.
Lucus Advisors's Teradyne position peaked at $524K in Q4 2015.
432 funds tracked by Wall St. Rank held Teradyne as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.