CAN
MSB icon

Claraphi Advisory Network’s Mesabi Trust MSB Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-800
Closed -$11K – 844
2020
Q1 		$11K Buy
+800
New +$15.2K 0.01% 755

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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 $742M AUM 39.38% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Claraphi Advisory Network's MSB Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Mesabi Trust (MSB) in Q2 2020, closing a stake of 800 shares — an estimated $11K sold.

Claraphi Advisory Network first reported a position in MSB in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 37 funds tracked by Wall St. Rank hold MSB as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Mesabi Trust position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 800 Mesabi Trust shares in Q2 2020, an estimated $11K.
  • Claraphi Advisory Network first reported a position in Mesabi Trust in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Mesabi Trust position peaked at $11K in Q1 2020.
  • 37 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.