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Lucus Advisors’s World Acceptance Corp WRLD Stock Holding History

Lucus Advisors’s Portfolio WRLD Stock Details WRLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,815
Closed -$361K – 261
2017
Q2 		$361K Sell
4,815
-3,130
-39% -$214K 0.48% 47
2017
Q1 		$411K Buy
+7,945
New +$427K 0.38% 100
2016
Q4 		– Sell
-8,196
Closed -$402K – 182
2016
Q3 		$402K Buy
8,196
+239
+3% +$11.5K 0.35% 34
2016
Q2 		$363K Sell
7,957
-5,825
-42% -$237K 0.3% 10
2016
Q1 		$523K Buy
13,782
+1,208
+10% +$42.6K 0.31% 104
2015
Q4 		$466K Sell
12,574
-893
-7% -$33.1K 0.28% 79
2015
Q3 		$361K Buy
13,467
+6,997
+108% +$298K 0.2% 288
2015
Q2 		$398K Buy
6,470
+188
+3% +$15K 0.19% 303
2015
Q1 		$458K Buy
6,282
+216
+4% +$17.4K 0.23% 194
2014
Q4 		$482K Buy
+6,066
New +$447K 0.22% 107

Other funds holding WRLD

PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ICP
Indus Capital Partners New York $29.9M AUM 15.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lucus Advisors's WRLD Position: Q3 2017 in Review

Lucus Advisors sold out of World Acceptance Corp (WRLD) in Q3 2017, closing a stake of 4,815 shares — an estimated $361K sold.

Lucus Advisors first reported a position in WRLD in Q4 2014 and held it in 10 quarters. The position peaked at $523K in Q1 2016. 133 funds tracked by Wall St. Rank hold WRLD as of Q3 2017.

  • Lucus Advisors reported no remaining World Acceptance Corp position as of Q3 2017 after selling out during the quarter.
  • Lucus Advisors sold 4,815 World Acceptance Corp shares in Q3 2017, an estimated $361K.
  • Lucus Advisors first reported a position in World Acceptance Corp in Q4 2014 and held it in 10 quarters.
  • Lucus Advisors's World Acceptance Corp position peaked at $523K in Q1 2016.
  • 133 funds tracked by Wall St. Rank held World Acceptance Corp as of Q3 2017.

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