LA
YELL

Lucus Advisors’s Yellow Corporation Common Stock YELL Stock Holding History

Lucus Advisors’s Portfolio YELL Stock Details YELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-11,359
Closed -$151K – 221
2016
Q4 		$151K Sell
11,359
-21,097
-65% -$266K 0.36% 54
2016
Q3 		$400K Sell
32,456
-6,284
-16% -$70.1K 0.34% 53
2016
Q2 		$341K Sell
38,740
-17,531
-31% -$157K 0.28% 228
2016
Q1 		$524K Buy
56,271
+25,737
+84% +$244K 0.31% 97
2015
Q4 		$433K Buy
30,534
+1,511
+5% +$23.7K 0.26% 127
2015
Q3 		$385K Buy
+29,023
New +$455K 0.21% 279

Other funds holding YELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LM
Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Lucus Advisors's YELL Position: Q1 2017 in Review

Lucus Advisors sold out of Yellow Corporation Common Stock (YELL) in Q1 2017, closing a stake of 11,359 shares — an estimated $151K sold.

Lucus Advisors first reported a position in YELL in Q3 2015 and held it in 6 quarters. The position peaked at $524K in Q1 2016. 128 funds tracked by Wall St. Rank hold YELL as of Q1 2017.

  • Lucus Advisors reported no remaining Yellow Corporation Common Stock position as of Q1 2017 after selling out during the quarter.
  • Lucus Advisors sold 11,359 Yellow Corporation Common Stock shares in Q1 2017, an estimated $151K.
  • Lucus Advisors first reported a position in Yellow Corporation Common Stock in Q3 2015 and held it in 6 quarters.
  • Lucus Advisors's Yellow Corporation Common Stock position peaked at $524K in Q1 2016.
  • 128 funds tracked by Wall St. Rank held Yellow Corporation Common Stock as of Q1 2017.

Based on Lucus Advisors's 13F filing for Q1 2017, filed 15 May 2017.