Lucas Capital Management’s Mesa Royalty Trust MTR Stock Holding History

Lucas Capital Management’s Portfolio MTR Stock Details MTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-27,055	Closed	-$317K	–	119
2017 Q2	$317K	Sell	27,055 -1,812	-6%	-$24.7K	0.23%	84
2017 Q1	$382K	Buy	28,867 +2,102	+8%	+$25.2K	0.28%	72
2016 Q4	$292K	Sell	26,765 -600	-2%	-$6.06K	0.21%	87
2016 Q3	$228K	Hold	27,365	–	–	0.17%	86
2016 Q2	$296K	Buy	+27,365	New	+$248K	0.21%	81
2013 Q3	–	Sell	-36,343	Closed	-$827K	–	146
2013 Q2	$827K	Buy	+36,343	New	+$874K	0.24%	64

Other funds holding MTR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hawkins Capital Houston, Texas $55.4M AUM 11.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lucas Capital Management sold out of Mesa Royalty Trust (MTR) in Q3 2017, closing a stake of 27,055 shares — an estimated $317K sold.

Lucas Capital Management first reported a position in MTR in Q2 2013 and held it in 6 quarters. The position peaked at $827K in Q2 2013. 17 funds tracked by Wall St. Rank hold MTR as of Q3 2017.

Lucas Capital Management reported no remaining Mesa Royalty Trust position as of Q3 2017 after selling out during the quarter.
Lucas Capital Management sold 27,055 Mesa Royalty Trust shares in Q3 2017, an estimated $317K.
Lucas Capital Management first reported a position in Mesa Royalty Trust in Q2 2013 and held it in 6 quarters.
Lucas Capital Management's Mesa Royalty Trust position peaked at $827K in Q2 2013.
17 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q3 2017.

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