Lucus Advisors’s WESCO International WCC Stock Holding History

Lucus Advisors’s Portfolio WCC Stock Details WCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-6,280	Closed	-$360K	–	260
2017 Q2	$360K	Buy	+6,280	New	+$390K	0.48%	63

Other funds holding WCC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lucus Advisors's WCC Position: Q3 2017 in Review

Lucus Advisors sold out of WESCO International (WCC) in Q3 2017, closing a stake of 6,280 shares — an estimated $360K sold.

Lucus Advisors first reported a position in WCC in Q2 2017 and held it in 1 quarter. The position peaked at $360K in Q2 2017. 203 funds tracked by Wall St. Rank hold WCC as of Q3 2017.

Lucus Advisors reported no remaining WESCO International position as of Q3 2017 after selling out during the quarter.
Lucus Advisors sold 6,280 WESCO International shares in Q3 2017, an estimated $360K.
Lucus Advisors first reported a position in WESCO International in Q2 2017 and held it in 1 quarter.
Lucus Advisors's WESCO International position peaked at $360K in Q2 2017.
203 funds tracked by Wall St. Rank held WESCO International as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.