BCA
MSB

Berman Capital Advisors’s Mesabi Trust MSB Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$43K Buy
1,469
+4
+0.3% +$134 0.01% 732
2021
Q2 		$51K Buy
1,465
+32
+2% +$1.16K 0.01% 565
2021
Q1 		$43K Buy
1,433
+23
+2% +$644 0.01% 533
2020
Q4 		$39K Buy
+1,410
New +$34.3K 0.01% 475

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berman Capital Advisors's MSB Position: Q3 2021 in Review

Berman Capital Advisors increased its Mesabi Trust (MSB) stake by 0.27% in Q3 2021, buying an estimated $134 and bringing the position to 1,469 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #732.

Berman Capital Advisors first reported a position in MSB in Q4 2020 and has held it in 4 quarters since. The position peaked at $51K in Q2 2021. 59 funds tracked by Wall St. Rank hold MSB as of Q3 2021.

  • Berman Capital Advisors held 1,469 shares of Mesabi Trust worth $43K as of Q3 2021.
  • Berman Capital Advisors bought 4 Mesabi Trust shares in Q3 2021, an estimated $134.
  • Mesabi Trust made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #732 holding.
  • Berman Capital Advisors first reported a position in Mesabi Trust in Q4 2020 and has held it in 4 quarters since.
  • Berman Capital Advisors's Mesabi Trust position peaked at $51K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Mesabi Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.