LCM
MSB

Lucas Capital Management’s Mesabi Trust MSB Stock Holding History

Lucas Capital Management’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-23,181
Closed -$316K – 118
2017
Q2 		$316K Sell
23,181
-1,629
-7% -$23.1K 0.23% 85
2017
Q1 		$372K Sell
24,810
-100
-0.4% -$1.44K 0.28% 76
2016
Q4 		$267K Buy
+24,910
New +$253K 0.19% 92

Other funds holding MSB

BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JMH
J.M. Hartwell New York $560M AUM 7.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Lucas Capital Management's MSB Position: Q3 2017 in Review

Lucas Capital Management sold out of Mesabi Trust (MSB) in Q3 2017, closing a stake of 23,181 shares — an estimated $316K sold.

Lucas Capital Management first reported a position in MSB in Q4 2016 and held it in 3 quarters. The position peaked at $372K in Q1 2017. 37 funds tracked by Wall St. Rank hold MSB as of Q3 2017.

  • Lucas Capital Management reported no remaining Mesabi Trust position as of Q3 2017 after selling out during the quarter.
  • Lucas Capital Management sold 23,181 Mesabi Trust shares in Q3 2017, an estimated $316K.
  • Lucas Capital Management first reported a position in Mesabi Trust in Q4 2016 and held it in 3 quarters.
  • Lucas Capital Management's Mesabi Trust position peaked at $372K in Q1 2017.
  • 37 funds tracked by Wall St. Rank held Mesabi Trust as of Q3 2017.

Based on Lucas Capital Management's 13F filing for Q3 2017, filed 6 Nov 2017.