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MSB

Fortis Advisors’s Mesabi Trust MSB Stock Holding History

Fortis Advisors’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
2019
Q1 		– Sell
-7,650
Closed -$181K – 331
2018
Q4 		$181K Buy
7,650
+2,242
+41% +$61.4K 0.11% 99
2018
Q3 		$143K Buy
5,408
+630
+13% +$17.2K 0.08% 111
2018
Q2 		$117K Hold
4,778
– – 0.07% 138
2018
Q1 		$123K Buy
+4,778
New +$128K 0.07% 112

Other funds holding MSB

BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.28B AUM 21.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JMH
J.M. Hartwell New York $560M AUM 7.14% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return