CMP
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Coston McIsaac & Partners’s Black Stone Minerals BSM Stock Holding History

Coston McIsaac & Partners’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-600
Closed -$9K – 723
2023
Q2 		$9K Buy
600
+450
+300% +$7.2K ﹤0.01% 514
2023
Q1 		$2K Buy
+150
New +$2.35K ﹤0.01% 674

Other funds holding BSM

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William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return

Coston McIsaac & Partners's BSM Position: Q3 2023 in Review

Coston McIsaac & Partners sold out of Black Stone Minerals (BSM) in Q3 2023, closing a stake of 600 shares — an estimated $9K sold.

Coston McIsaac & Partners first reported a position in BSM in Q1 2023 and held it in 2 quarters. The position peaked at $9K in Q2 2023. 179 funds tracked by Wall St. Rank hold BSM as of Q3 2023.

  • Coston McIsaac & Partners reported no remaining Black Stone Minerals position as of Q3 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 600 Black Stone Minerals shares in Q3 2023, an estimated $9K.
  • Coston McIsaac & Partners first reported a position in Black Stone Minerals in Q1 2023 and held it in 2 quarters.
  • Coston McIsaac & Partners's Black Stone Minerals position peaked at $9K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2023.

Based on Coston McIsaac & Partners's 13F filing for Q3 2023, filed 14 Nov 2023.