IFP Advisors’s Mesa Royalty Trust MTR Stock Holding History

IFP Advisors’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
2017 Q4	–	Sell	-400	Closed	-$6K	–	3992
2017 Q3	$6K	Hold	400	–	–	﹤0.01%	3314
2017 Q2	$5K	Hold	400	–	–	﹤0.01%	3413
2017 Q1	$5K	Hold	400	–	–	﹤0.01%	3307
2016 Q4	$4K	Hold	400	–	–	﹤0.01%	3408
2016 Q3	$3K	Hold	400	–	–	﹤0.01%	3461
2016 Q2	$4K	Buy	+400	New	+$3.63K	﹤0.01%	3255
2016 Q1	–	Sell	-400	Closed	-$3K	–	3013
2015 Q4	$3K	Buy	+400	New	+$3.44K	﹤0.01%	3199

Other funds holding MTR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFP Advisors's MTR Position: Q4 2017 in Review

IFP Advisors sold out of Mesa Royalty Trust (MTR) in Q4 2017, closing a stake of 400 shares — an estimated $6K sold.

IFP Advisors first reported a position in MTR in Q4 2015 and held it in 7 quarters. The position peaked at $6K in Q3 2017. 15 funds tracked by Wall St. Rank hold MTR as of Q4 2017.

IFP Advisors reported no remaining Mesa Royalty Trust position as of Q4 2017 after selling out during the quarter.
IFP Advisors sold 400 Mesa Royalty Trust shares in Q4 2017, an estimated $6K.
IFP Advisors first reported a position in Mesa Royalty Trust in Q4 2015 and held it in 7 quarters.
IFP Advisors's Mesa Royalty Trust position peaked at $6K in Q3 2017.
15 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.