LCM
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Lucas Capital Management’s Boeing BA Stock Holding History

Lucas Capital Management’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-794
Closed -$266K – 52
2018
Q2 		$266K Sell
794
-240
-23% -$82.6K 0.25% 76
2018
Q1 		$334K Buy
1,034
+50
+5% +$16.9K 0.32% 61
2017
Q4 		$290K Buy
+984
New +$266K 0.25% 83

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lucas Capital Management's BA Position: Q3 2018 in Review

Lucas Capital Management sold out of Boeing (BA) in Q3 2018, closing a stake of 794 shares — an estimated $266K sold.

Lucas Capital Management first reported a position in BA in Q4 2017 and held it in 3 quarters. The position peaked at $334K in Q1 2018. 1,929 funds tracked by Wall St. Rank hold BA as of Q3 2018.

  • Lucas Capital Management reported no remaining Boeing position as of Q3 2018 after selling out during the quarter.
  • Lucas Capital Management sold 794 Boeing shares in Q3 2018, an estimated $266K.
  • Lucas Capital Management first reported a position in Boeing in Q4 2017 and held it in 3 quarters.
  • Lucas Capital Management's Boeing position peaked at $334K in Q1 2018.
  • 1,929 funds tracked by Wall St. Rank held Boeing as of Q3 2018.

Based on Lucas Capital Management's 13F filing for Q3 2018, filed 26 Oct 2018.