AIP
MTR

Ameritas Investment Partners’s Mesa Royalty Trust MTR Stock Holding History

Ameritas Investment Partners’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
2023
Q1 		– Sell
-100
Closed -$2.2K – 3019
2022
Q4 		$2.2K Buy
+100
New +$1.69K ﹤0.01% 3003

Other funds holding MTR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Ameritas Investment Partners's MTR Position: Q1 2023 in Review

Ameritas Investment Partners sold out of Mesa Royalty Trust (MTR) in Q1 2023, closing a stake of 100 shares — an estimated $2.2K sold.

Ameritas Investment Partners first reported a position in MTR in Q4 2022 and held it in 1 quarter. The position peaked at $2.2K in Q4 2022. 14 funds tracked by Wall St. Rank hold MTR as of Q1 2023.

  • Ameritas Investment Partners reported no remaining Mesa Royalty Trust position as of Q1 2023 after selling out during the quarter.
  • Ameritas Investment Partners sold 100 Mesa Royalty Trust shares in Q1 2023, an estimated $2.2K.
  • Ameritas Investment Partners first reported a position in Mesa Royalty Trust in Q4 2022 and held it in 1 quarter.
  • Ameritas Investment Partners's Mesa Royalty Trust position peaked at $2.2K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q1 2023.

Based on Ameritas Investment Partners's 13F filing for Q1 2023, filed 10 May 2023.