AIM
MSB

Advantage Investment Management’s Mesabi Trust MSB Stock Holding History

Advantage Investment 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
2019
Q3 		– Sell
-9,545
Closed -$282K – 943
2019
Q2 		$282K Buy
9,545
+338
+4% +$10.1K 0.22% 98
2019
Q1 		$270K Buy
9,207
+2,251
+32% +$64.4K 0.21% 97
2018
Q4 		$165K Buy
+6,956
New +$190K 0.12% 154

Other funds holding MSB

BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JMH
J.M. Hartwell New York $560M AUM 7.14% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advantage Investment Management's MSB Position: Q3 2019 in Review

Advantage Investment Management sold out of Mesabi Trust (MSB) in Q3 2019, closing a stake of 9,545 shares — an estimated $282K sold.

Advantage Investment Management first reported a position in MSB in Q4 2018 and held it in 3 quarters. The position peaked at $282K in Q2 2019. 45 funds tracked by Wall St. Rank hold MSB as of Q3 2019.

  • Advantage Investment Management reported no remaining Mesabi Trust position as of Q3 2019 after selling out during the quarter.
  • Advantage Investment Management sold 9,545 Mesabi Trust shares in Q3 2019, an estimated $282K.
  • Advantage Investment Management first reported a position in Mesabi Trust in Q4 2018 and held it in 3 quarters.
  • Advantage Investment Management's Mesabi Trust position peaked at $282K in Q2 2019.
  • 45 funds tracked by Wall St. Rank held Mesabi Trust as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.