Daniel L. Goodwin’s Mesa Royalty Trust MTR Stock Holding History

Daniel L. Goodwin’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
2016 Q3	–	Sell	-11,300	Closed	-$122K	–	109
2016 Q2	$122K	Hold	11,300	–	–	0.04%	101
2016 Q1	$93K	Hold	11,300	–	–	0.02%	99
2015 Q4	$85K	Hold	11,300	–	–	0.02%	104
2015 Q3	$111K	Hold	11,300	–	–	0.03%	102
2015 Q2	$158K	Hold	11,300	–	–	0.04%	96
2015 Q1	$238K	Hold	11,300	–	–	0.06%	100
2014 Q4	$290K	Hold	11,300	–	–	0.05%	97
2014 Q3	$394K	Hold	11,300	–	–	0.09%	73
2014 Q2	$385K	Hold	11,300	–	–	0.07%	78
2014 Q1	$292K	Hold	11,300	–	–	0.05%	91
2013 Q4	$240K	Sell	11,300 -2,800	-20%	-$60.3K	0.05%	91
2013 Q3	$326K	Sell	14,100 -3,295	-19%	-$73.8K	0.07%	84
2013 Q2	$396K	Buy	+17,395	New	+$418K	0.08%	79

Other funds holding MTR

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return

Hawkins Capital Houston, Texas $55.4M AUM 11.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return