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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 $1.37B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ICP
Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return