MLM
SCS

Mount Lucas Management’s Steelcase SCS Stock Holding History

Mount Lucas Management’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-44,133
Closed -$618K – 141
2017
Q2 		$618K Sell
44,133
-55,642
-56% -$917K 0.12% 88
2017
Q1 		$1.67M Sell
99,775
-12,443
-11% -$205K 0.33% 72
2016
Q4 		$2.01M Buy
112,218
+54,604
+95% +$822K 0.38% 74
2016
Q3 		$800K Sell
57,614
-1,105
-2% -$15.8K 0.14% 85
2016
Q2 		$797K Buy
+58,719
New +$889K 0.14% 71
2014
Q1 		– Sell
-55,436
Closed -$879K – 107
2013
Q4 		$879K Sell
55,436
-63,303
-53% -$1.01M 0.19% 66
2013
Q3 		$1.97M Buy
118,739
+8,482
+8% +$130K 0.43% 63
2013
Q2 		$1.61M Buy
+110,257
New +$1.49M 0.37% 51

Other funds holding SCS

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Mount Lucas Management's SCS Position: Q3 2017 in Review

Mount Lucas Management sold out of Steelcase (SCS) in Q3 2017, closing a stake of 44,133 shares — an estimated $618K sold.

Mount Lucas Management first reported a position in SCS in Q2 2013 and held it in 8 quarters. The position peaked at $2.01M in Q4 2016. 191 funds tracked by Wall St. Rank hold SCS as of Q3 2017.

  • Mount Lucas Management reported no remaining Steelcase position as of Q3 2017 after selling out during the quarter.
  • Mount Lucas Management sold 44,133 Steelcase shares in Q3 2017, an estimated $618K.
  • Mount Lucas Management first reported a position in Steelcase in Q2 2013 and held it in 8 quarters.
  • Mount Lucas Management's Steelcase position peaked at $2.01M in Q4 2016.
  • 191 funds tracked by Wall St. Rank held Steelcase as of Q3 2017.

Based on Mount Lucas Management's 13F filing for Q3 2017, filed 14 Nov 2017.