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 – 119
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 $3.28B AUM 21.14% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JMH
J.M. Hartwell New York $560M AUM 7.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return