EWM
MSB

Evercore Wealth Management’s Mesabi Trust MSB Stock Holding History

Evercore Wealth Management’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
2014
Q4 		– Sell
-1,000
Closed -$19K – 943
2014
Q3 		$19K Hold
1,000
– – ﹤0.01% 747
2014
Q2 		$20K Hold
1,000
– – ﹤0.01% 739
2014
Q1 		$21K Hold
1,000
– – ﹤0.01% 735
2013
Q4 		$22K Sell
1,000
-1,400
-58% -$31K ﹤0.01% 667
2013
Q3 		$53K Buy
2,400
+400
+20% +$7.81K ﹤0.01% 566
2013
Q2 		$36K Buy
+2,000
New +$40.9K ﹤0.01% 605

Other funds holding MSB

BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.28B AUM 21.14% 1-Year Est. Return