GSC
MTR

Ground Swell Capital’s Mesa Royalty Trust MTR Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-100
Closed -$3K – 2632
2014
Q2 		$3K Buy
+100
New +$3.02K 0.01% 1315

Other funds holding MTR

DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ground Swell Capital's MTR Position: Q3 2014 in Review

Ground Swell Capital sold out of Mesa Royalty Trust (MTR) in Q3 2014, closing a stake of 100 shares — an estimated $3K sold.

Ground Swell Capital first reported a position in MTR in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 19 funds tracked by Wall St. Rank hold MTR as of Q3 2014.

  • Ground Swell Capital reported no remaining Mesa Royalty Trust position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 100 Mesa Royalty Trust shares in Q3 2014, an estimated $3K.
  • Ground Swell Capital first reported a position in Mesa Royalty Trust in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Mesa Royalty Trust position peaked at $3K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.