Lucus Advisors’s NCR Voyix VYX Stock Holding History

Lucus Advisors’s Portfolio VYX Stock Details VYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-14,693	Closed	-$412K	–	262
2017 Q1	$412K	Buy	+14,693	New	+$403K	0.38%	82
2016 Q4	–	Sell	-20,175	Closed	-$398K	–	178
2016 Q3	$398K	Buy	+20,175	New	+$397K	0.34%	72

Other funds holding VYX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lucus Advisors's VYX Position: Q2 2017 in Review

Lucus Advisors sold out of NCR Voyix (VYX) in Q2 2017, closing a stake of 14,693 shares — an estimated $412K sold.

Lucus Advisors first reported a position in VYX in Q3 2016 and held it in 2 quarters. The position peaked at $412K in Q1 2017. 392 funds tracked by Wall St. Rank hold VYX as of Q2 2017.

Lucus Advisors reported no remaining NCR Voyix position as of Q2 2017 after selling out during the quarter.
Lucus Advisors sold 14,693 NCR Voyix shares in Q2 2017, an estimated $412K.
Lucus Advisors first reported a position in NCR Voyix in Q3 2016 and held it in 2 quarters.
Lucus Advisors's NCR Voyix position peaked at $412K in Q1 2017.
392 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.