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 $742M AUM 39.38% 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 $1.55T AUM 33.47% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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 $3.86B AUM 26.3% 1-Year Est. Return

Evercore Wealth Management's MSB Position: Q4 2014 in Review

Evercore Wealth Management sold out of Mesabi Trust (MSB) in Q4 2014, closing a stake of 1,000 shares — an estimated $19K sold.

Evercore Wealth Management first reported a position in MSB in Q2 2013 and held it in 6 quarters. The position peaked at $53K in Q3 2013. 44 funds tracked by Wall St. Rank hold MSB as of Q4 2014.

  • Evercore Wealth Management reported no remaining Mesabi Trust position as of Q4 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 1,000 Mesabi Trust shares in Q4 2014, an estimated $19K.
  • Evercore Wealth Management first reported a position in Mesabi Trust in Q2 2013 and held it in 6 quarters.
  • Evercore Wealth Management's Mesabi Trust position peaked at $53K in Q3 2013.
  • 44 funds tracked by Wall St. Rank held Mesabi Trust as of Q4 2014.

Based on Evercore Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.