LCM
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Lucas Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lucas Capital Management’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-7,000
Closed -$200K – 150
2014
Q2 		$200K Buy
+7,000
New +$192K 0.06% 143

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lucas Capital Management's IJH Position: Q3 2014 in Review

Lucas Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2014, closing a stake of 7,000 shares — an estimated $200K sold.

Lucas Capital Management first reported a position in IJH in Q2 2014 and held it in 1 quarter. The position peaked at $200K in Q2 2014. 561 funds tracked by Wall St. Rank hold IJH as of Q3 2014.

  • Lucas Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2014 after selling out during the quarter.
  • Lucas Capital Management sold 7,000 iShares Core S&P Mid-Cap ETF shares in Q3 2014, an estimated $200K.
  • Lucas Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and held it in 1 quarter.
  • Lucas Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $200K in Q2 2014.
  • 561 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2014.

Based on Lucas Capital Management's 13F filing for Q3 2014, filed 5 Nov 2014.