Joseph P. Lucia & Associates’s Mesa Royalty Trust MTR Stock Holding History

Joseph P. Lucia & Associates’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	-750	Closed	-$6K	–	465
2019 Q3	$6K	Buy	+750	New	+$6.69K	0.01%	355

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

Joseph P. Lucia & Associates's MTR Position: Q4 2019 in Review

Joseph P. Lucia & Associates sold out of Mesa Royalty Trust (MTR) in Q4 2019, closing a stake of 750 shares — an estimated $6K sold.

Joseph P. Lucia & Associates first reported a position in MTR in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 13 funds tracked by Wall St. Rank hold MTR as of Q4 2019.

Joseph P. Lucia & Associates reported no remaining Mesa Royalty Trust position as of Q4 2019 after selling out during the quarter.
Joseph P. Lucia & Associates sold 750 Mesa Royalty Trust shares in Q4 2019, an estimated $6K.
Joseph P. Lucia & Associates first reported a position in Mesa Royalty Trust in Q3 2019 and held it in 1 quarter.
Joseph P. Lucia & Associates's Mesa Royalty Trust position peaked at $6K in Q3 2019.
13 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q4 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2019, filed 23 Jan 2020.