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LUCAS CAPITAL MANAGEMENT: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LUCAS CAPITAL MANAGEMENT on XLE, newest first. How the timeline and the estimate are built.

LUCAS CAPITAL MANAGEMENT held 0 XLE shares at 2020-03-31 per its 13F-HR filed 2020-04-20.

the latest 13F is the newest step

  1. period ended2020-03-31
    13F 0 shares
    Change vs previous 13F -11,880 shares

    13F-HR 0001667731-20-000197 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2019-12-31
    13F 11,880 shares
    Change vs previous 13F -2,450 shares

    0.85% of the 13F portfolio, value $713,000.

    13F-HR 0001667731-20-000004 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2019-09-30
    13F 14,330 shares
    Change vs previous 13F +450 shares

    1.08% of the 13F portfolio, value $848,000.

    13F-HR 0001667731-19-000285 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-06-30
    13F 13,880 shares
    Change vs previous 13F -314 shares

    1.05% of the 13F portfolio, value $884,000.

    13F-HR 0001667731-19-000213 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2019-03-31
    13F 14,194 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $939,000.

    13F-HR 0001667731-19-000134 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).