CIBC Private Wealth Group’s Mesa Royalty Trust MTR Stock Holding History

CIBC Private Wealth Group’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
2018 Q1	–	Sell	-3,051	Closed	-$56K	–	2026
2017 Q4	$56K	Buy	+3,051	New	+$48.9K	﹤0.01%	1157

Other funds holding MTR

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

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMA

FNY Managed Accounts New York $83.4M AUM 11.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group's MTR Position: Q1 2018 in Review

CIBC Private Wealth Group sold out of Mesa Royalty Trust (MTR) in Q1 2018, closing a stake of 3,051 shares — an estimated $56K sold.

CIBC Private Wealth Group first reported a position in MTR in Q4 2017 and held it in 1 quarter. The position peaked at $56K in Q4 2017. 17 funds tracked by Wall St. Rank hold MTR as of Q1 2018.

CIBC Private Wealth Group reported no remaining Mesa Royalty Trust position as of Q1 2018 after selling out during the quarter.
CIBC Private Wealth Group sold 3,051 Mesa Royalty Trust shares in Q1 2018, an estimated $56K.
CIBC Private Wealth Group first reported a position in Mesa Royalty Trust in Q4 2017 and held it in 1 quarter.
CIBC Private Wealth Group's Mesa Royalty Trust position peaked at $56K in Q4 2017.
17 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q1 2018.

Based on CIBC Private Wealth Group's 13F filing for Q1 2018, filed 17 May 2018.