Lucus Advisors’s US Physical Therapy USPH Stock Holding History

Lucus Advisors’s Portfolio USPH Stock Details USPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-5,675	Closed	-$356K	–	173
2016 Q3	$356K	Buy	+5,675	New	+$350K	0.31%	200
2016 Q1	–	Sell	-5,146	Closed	-$276K	–	356
2015 Q4	$276K	Sell	5,146 -4,694	-48%	-$235K	0.17%	268
2015 Q3	$442K	Sell	9,840 -310	-3%	-$15.5K	0.25%	156
2015 Q2	$556K	Buy	+10,150	New	+$503K	0.27%	10

Other funds holding USPH

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lucus Advisors's USPH Position: Q4 2016 in Review

Lucus Advisors sold out of US Physical Therapy (USPH) in Q4 2016, closing a stake of 5,675 shares — an estimated $356K sold.

Lucus Advisors first reported a position in USPH in Q2 2015 and held it in 4 quarters. The position peaked at $556K in Q2 2015. 173 funds tracked by Wall St. Rank hold USPH as of Q4 2016.

Lucus Advisors reported no remaining US Physical Therapy position as of Q4 2016 after selling out during the quarter.
Lucus Advisors sold 5,675 US Physical Therapy shares in Q4 2016, an estimated $356K.
Lucus Advisors first reported a position in US Physical Therapy in Q2 2015 and held it in 4 quarters.
Lucus Advisors's US Physical Therapy position peaked at $556K in Q2 2015.
173 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2016.

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