LCM
SJT

Lucas Capital Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Lucas Capital Management’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-67,000
Closed -$456K – 124
2017
Q2 		$456K Buy
67,000
+11,200
+20% +$81K 0.33% 70
2017
Q1 		$404K Sell
55,800
-3,500
-6% -$24.4K 0.3% 71
2016
Q4 		$393K Buy
+59,300
New +$374K 0.28% 70
2013
Q3 		– Sell
-20,800
Closed -$334K – 150
2013
Q2 		$334K Buy
+20,800
New +$321K 0.1% 102

Other funds holding SJT

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Lucas Capital Management sold out of San Juan Basin Royalty Trust (SJT) in Q3 2017, closing a stake of 67,000 shares — an estimated $456K sold.

Lucas Capital Management first reported a position in SJT in Q2 2013 and held it in 4 quarters. The position peaked at $456K in Q2 2017. 80 funds tracked by Wall St. Rank hold SJT as of Q3 2017.

  • Lucas Capital Management reported no remaining San Juan Basin Royalty Trust position as of Q3 2017 after selling out during the quarter.
  • Lucas Capital Management sold 67,000 San Juan Basin Royalty Trust shares in Q3 2017, an estimated $456K.
  • Lucas Capital Management first reported a position in San Juan Basin Royalty Trust in Q2 2013 and held it in 4 quarters.
  • Lucas Capital Management's San Juan Basin Royalty Trust position peaked at $456K in Q2 2017.
  • 80 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2017.

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