CAS
MSB

Coppell Advisory Solutions’s Mesabi Trust MSB Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-112
Closed -$3.08K – 1276
2024
Q4 		$3.08K Hold
112
– – ﹤0.01% 1451
2024
Q3 		$1.91K Buy
+112
New +$2.05K ﹤0.01% 1452

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return