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	–	3993
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	–	3016
2015 Q4	$3K	Buy	+400	New	+$3.44K	﹤0.01%	3199

Other funds holding MTR

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

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

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

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

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

CIBC Private Wealth Group

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return