BGA
MTR

Belmont Global Advisors’s Mesa Royalty Trust MTR Stock Holding History

Belmont Global Advisors’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
2014
Q3 		– Sell
-16,915
Closed -$576K – 133
2014
Q2 		$576K Buy
+16,915
New +$510K 0.42% 63

Other funds holding MTR

DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Belmont Global Advisors's MTR Position: Q3 2014 in Review

Belmont Global Advisors sold out of Mesa Royalty Trust (MTR) in Q3 2014, closing a stake of 16,915 shares — an estimated $576K sold.

Belmont Global Advisors first reported a position in MTR in Q2 2014 and held it in 1 quarter. The position peaked at $576K in Q2 2014. 19 funds tracked by Wall St. Rank hold MTR as of Q3 2014.

  • Belmont Global Advisors reported no remaining Mesa Royalty Trust position as of Q3 2014 after selling out during the quarter.
  • Belmont Global Advisors sold 16,915 Mesa Royalty Trust shares in Q3 2014, an estimated $576K.
  • Belmont Global Advisors first reported a position in Mesa Royalty Trust in Q2 2014 and held it in 1 quarter.
  • Belmont Global Advisors's Mesa Royalty Trust position peaked at $576K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q3 2014.

Based on Belmont Global Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.