Garrett Wealth Advisory Group’s Mesa Royalty Trust MTR Stock Holding History

Garrett Wealth Advisory Group’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
2019 Q4	–	Sell	-394	Closed	-$3.41K	–	432
2019 Q3	$3.41K	Buy	+394	New	+$3.52K	﹤0.01%	438

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

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

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

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Garrett Wealth Advisory Group's MTR Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Mesa Royalty Trust (MTR) in Q4 2019, closing a stake of 394 shares — an estimated $3.41K sold.

Garrett Wealth Advisory Group first reported a position in MTR in Q3 2019 and held it in 1 quarter. The position peaked at $3.41K in Q3 2019. 13 funds tracked by Wall St. Rank hold MTR as of Q4 2019.

Garrett Wealth Advisory Group reported no remaining Mesa Royalty Trust position as of Q4 2019 after selling out during the quarter.
Garrett Wealth Advisory Group sold 394 Mesa Royalty Trust shares in Q4 2019, an estimated $3.41K.
Garrett Wealth Advisory Group first reported a position in Mesa Royalty Trust in Q3 2019 and held it in 1 quarter.
Garrett Wealth Advisory Group's Mesa Royalty Trust position peaked at $3.41K in Q3 2019.
13 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.