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Creative Financial Designs’s Mesabi Trust MSB Stock Holding History

Creative Financial Designs’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
Q4 		– Sell
-356
Closed -$8K – 1275
2020
Q3 		$8K Sell
356
-644
-64% -$12.1K ﹤0.01% 845
2020
Q2 		$18K Buy
+1,000
New +$15.6K 0.01% 628

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
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Financial Designs's MSB Position: Q4 2020 in Review

Creative Financial Designs sold out of Mesabi Trust (MSB) in Q4 2020, closing a stake of 356 shares — an estimated $8K sold.

Creative Financial Designs first reported a position in MSB in Q2 2020 and held it in 2 quarters. The position peaked at $18K in Q2 2020. 48 funds tracked by Wall St. Rank hold MSB as of Q4 2020.

  • Creative Financial Designs reported no remaining Mesabi Trust position as of Q4 2020 after selling out during the quarter.
  • Creative Financial Designs sold 356 Mesabi Trust shares in Q4 2020, an estimated $8K.
  • Creative Financial Designs first reported a position in Mesabi Trust in Q2 2020 and held it in 2 quarters.
  • Creative Financial Designs's Mesabi Trust position peaked at $18K in Q2 2020.
  • 48 funds tracked by Wall St. Rank held Mesabi Trust as of Q4 2020.

Based on Creative Financial Designs's 13F filing for Q4 2020, filed 8 Jan 2021.