Luminus Management’s Thermon Group Holdings THR Stock Holding History

Luminus Management’s Portfolio THR Stock Details THR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-18,678	Closed	-$452K	–	144
2014 Q4	$452K	Buy	+18,678	New	+$444K	0.02%	118
2014 Q3	–	Sell	-8,644	Closed	-$228K	–	173
2014 Q2	$228K	Sell	8,644 -38,542	-82%	-$941K	0.01%	142
2014 Q1	$1.09M	Buy	47,186 +23,818	+102%	+$613K	0.07%	105
2013 Q4	$639K	Buy	+23,368	New	+$608K	0.04%	121

Other funds holding THR

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Luminus Management's THR Position: Q1 2015 in Review

Luminus Management sold out of Thermon Group Holdings (THR) in Q1 2015, closing a stake of 18,678 shares — an estimated $452K sold.

Luminus Management first reported a position in THR in Q4 2013 and held it in 4 quarters. The position peaked at $1.09M in Q1 2014. 118 funds tracked by Wall St. Rank hold THR as of Q1 2015.

Luminus Management reported no remaining Thermon Group Holdings position as of Q1 2015 after selling out during the quarter.
Luminus Management sold 18,678 Thermon Group Holdings shares in Q1 2015, an estimated $452K.
Luminus Management first reported a position in Thermon Group Holdings in Q4 2013 and held it in 4 quarters.
Luminus Management's Thermon Group Holdings position peaked at $1.09M in Q1 2014.
118 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2015.

Based on Luminus Management's 13F filing for Q1 2015, filed 15 May 2015.