Creekmur Asset Management’s Mesa Royalty Trust MTR Stock Holding History

Creekmur Asset Management’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
2024 Q1	–	Sell	-100	Closed	-$1.32K	–	882
2023 Q4	$1.32K	Buy	+100	New	+$1.46K	﹤0.01%	712

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

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

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Creekmur Asset Management's MTR Position: Q1 2024 in Review

Creekmur Asset Management sold out of Mesa Royalty Trust (MTR) in Q1 2024, closing a stake of 100 shares — an estimated $1.32K sold.

Creekmur Asset Management first reported a position in MTR in Q4 2023 and held it in 1 quarter. The position peaked at $1.32K in Q4 2023. 11 funds tracked by Wall St. Rank hold MTR as of Q1 2024.

Creekmur Asset Management reported no remaining Mesa Royalty Trust position as of Q1 2024 after selling out during the quarter.
Creekmur Asset Management sold 100 Mesa Royalty Trust shares in Q1 2024, an estimated $1.32K.
Creekmur Asset Management first reported a position in Mesa Royalty Trust in Q4 2023 and held it in 1 quarter.
Creekmur Asset Management's Mesa Royalty Trust position peaked at $1.32K in Q4 2023.
11 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q1 2024.

Based on Creekmur Asset Management's 13F filing for Q1 2024, filed 16 May 2024.