Lucus Advisors’s Validus Hold Ltd VR Stock Holding History

Lucus Advisors’s Portfolio VR Stock Details VR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-7,202	Closed	-$354K	–	283
2017 Q3	$354K	Buy	7,202 +373	+5%	+$18.9K	0.5%	23
2017 Q2	$355K	Buy	+6,829	New	+$368K	0.48%	160

Other funds holding VR

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lucus Advisors's VR Position: Q4 2017 in Review

Lucus Advisors sold out of Validus Hold Ltd (VR) in Q4 2017, closing a stake of 7,202 shares — an estimated $354K sold.

Lucus Advisors first reported a position in VR in Q2 2017 and held it in 2 quarters. The position peaked at $355K in Q2 2017. 236 funds tracked by Wall St. Rank hold VR as of Q4 2017.

Lucus Advisors reported no remaining Validus Hold Ltd position as of Q4 2017 after selling out during the quarter.
Lucus Advisors sold 7,202 Validus Hold Ltd shares in Q4 2017, an estimated $354K.
Lucus Advisors first reported a position in Validus Hold Ltd in Q2 2017 and held it in 2 quarters.
Lucus Advisors's Validus Hold Ltd position peaked at $355K in Q2 2017.
236 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.