Lucus Advisors’s Tailored Brands, Inc. TLRD Stock Holding History

Lucus Advisors’s Portfolio TLRD Stock Details TLRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$242K	Sell	9,651 -5,894	-38%	-$136K	0.42%	26
2017 Q4	$339K	Sell	15,545 -9,000	-37%	-$151K	0.49%	59
2017 Q3	$354K	Buy	+24,545	New	+$299K	0.5%	22
2017 Q2	–	Sell	-26,779	Closed	-$400K	–	279
2017 Q1	$400K	Buy	+26,779	New	+$539K	0.37%	181

Other funds holding TLRD

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lucus Advisors's TLRD Position: Q1 2018 in Review

Lucus Advisors reduced its Tailored Brands, Inc. (TLRD) stake by 38% in Q1 2018, selling an estimated $136K and leaving 9,651 shares worth $242K. The position accounts for 0.42% of the portfolio, ranked #26.

Lucus Advisors first reported a position in TLRD in Q1 2017 and has held it in 4 quarters since. The position peaked at $400K in Q1 2017. 200 funds tracked by Wall St. Rank hold TLRD as of Q1 2018.

Lucus Advisors held 9,651 shares of Tailored Brands, Inc. worth $242K as of Q1 2018.
Lucus Advisors sold 5,894 Tailored Brands, Inc. shares in Q1 2018, an estimated $136K.
Tailored Brands, Inc. made up 0.42% of Lucus Advisors's portfolio in Q1 2018, its #26 holding.
Lucus Advisors first reported a position in Tailored Brands, Inc. in Q1 2017 and has held it in 4 quarters since.
Lucus Advisors's Tailored Brands, Inc. position peaked at $400K in Q1 2017.
200 funds tracked by Wall St. Rank held Tailored Brands, Inc. as of Q1 2018.

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