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Lucus Advisors’s Valhi VHI Stock Holding History

Lucus Advisors’s Portfolio VHI Stock Details VHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,457
Closed -$330K – 262
2017
Q4 		$330K Buy
+4,457
New +$256K 0.48% 139

Other funds holding VHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
GPCM
Greenbrier Partners Capital Management Dallas, Texas $1.3B AUM 21.43% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lucus Advisors's VHI Position: Q1 2018 in Review

Lucus Advisors sold out of Valhi (VHI) in Q1 2018, closing a stake of 4,457 shares — an estimated $330K sold.

Lucus Advisors first reported a position in VHI in Q4 2017 and held it in 1 quarter. The position peaked at $330K in Q4 2017. 85 funds tracked by Wall St. Rank hold VHI as of Q1 2018.

  • Lucus Advisors reported no remaining Valhi position as of Q1 2018 after selling out during the quarter.
  • Lucus Advisors sold 4,457 Valhi shares in Q1 2018, an estimated $330K.
  • Lucus Advisors first reported a position in Valhi in Q4 2017 and held it in 1 quarter.
  • Lucus Advisors's Valhi position peaked at $330K in Q4 2017.
  • 85 funds tracked by Wall St. Rank held Valhi as of Q1 2018.

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