LA
THG icon

Lucus Advisors’s Hanover Insurance THG Stock Holding History

Lucus Advisors’s Portfolio THG Stock Details THG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,191
Closed -$392K – 163
2016
Q3 		$392K Buy
5,191
+1,043
+25% +$82.8K 0.34% 158
2016
Q2 		$351K Buy
+4,148
New +$357K 0.29% 92
2016
Q1 		– Sell
-3,626
Closed -$295K – 351
2015
Q4 		$295K Sell
3,626
-2,206
-38% -$182K 0.18% 254
2015
Q3 		$453K Sell
5,832
-1,191
-17% -$94.3K 0.25% 112
2015
Q2 		$520K Sell
7,023
-328
-4% -$23.6K 0.25% 55
2015
Q1 		$534K Buy
7,351
+704
+11% +$49.8K 0.27% 85
2014
Q4 		$474K Buy
+6,647
New +$449K 0.21% 139

Other funds holding THG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Lucus Advisors's THG Position: Q4 2016 in Review

Lucus Advisors sold out of Hanover Insurance (THG) in Q4 2016, closing a stake of 5,191 shares — an estimated $392K sold.

Lucus Advisors first reported a position in THG in Q4 2014 and held it in 7 quarters. The position peaked at $534K in Q1 2015. 289 funds tracked by Wall St. Rank hold THG as of Q4 2016.

  • Lucus Advisors reported no remaining Hanover Insurance position as of Q4 2016 after selling out during the quarter.
  • Lucus Advisors sold 5,191 Hanover Insurance shares in Q4 2016, an estimated $392K.
  • Lucus Advisors first reported a position in Hanover Insurance in Q4 2014 and held it in 7 quarters.
  • Lucus Advisors's Hanover Insurance position peaked at $534K in Q1 2015.
  • 289 funds tracked by Wall St. Rank held Hanover Insurance as of Q4 2016.

Based on Lucus Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.