LCM
HTM

Lucas Capital Management’s U.S. Geothermal Inc. HTM Stock Holding History

Lucas Capital Management’s Portfolio HTM Stock Details HTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-5,333
Closed -$24K – 157
2014
Q1 		$24K Buy
5,333
+1,716
+47% +$5.6K 0.01% 141
2013
Q4 		$8K Buy
3,617
+1,284
+55% +$3.21K ﹤0.01% 145
2013
Q3 		$6K Buy
+2,333
New +$6.47K ﹤0.01% 139

Other funds holding HTM

AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lucas Capital Management's HTM Position: Q2 2014 in Review

Lucas Capital Management sold out of U.S. Geothermal Inc. (HTM) in Q2 2014, closing a stake of 5,333 shares — an estimated $24K sold.

Lucas Capital Management first reported a position in HTM in Q3 2013 and held it in 3 quarters. The position peaked at $24K in Q1 2014. 34 funds tracked by Wall St. Rank hold HTM as of Q2 2014.

  • Lucas Capital Management reported no remaining U.S. Geothermal Inc. position as of Q2 2014 after selling out during the quarter.
  • Lucas Capital Management sold 5,333 U.S. Geothermal Inc. shares in Q2 2014, an estimated $24K.
  • Lucas Capital Management first reported a position in U.S. Geothermal Inc. in Q3 2013 and held it in 3 quarters.
  • Lucas Capital Management's U.S. Geothermal Inc. position peaked at $24K in Q1 2014.
  • 34 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q2 2014.

Based on Lucas Capital Management's 13F filing for Q2 2014, filed 30 Jul 2014.