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Lebenthal Global Advisors’s Mesabi Trust MSB Stock Holding History

Lebenthal Global Advisors’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-725
Closed -$20K – 382
2020
Q4 		$20K Buy
+725
New +$17.6K 0.01% 372

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Lebenthal Global Advisors's MSB Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Mesabi Trust (MSB) in Q1 2021, closing a stake of 725 shares — an estimated $20K sold.

Lebenthal Global Advisors first reported a position in MSB in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 57 funds tracked by Wall St. Rank hold MSB as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Mesabi Trust position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 725 Mesabi Trust shares in Q1 2021, an estimated $20K.
  • Lebenthal Global Advisors first reported a position in Mesabi Trust in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Mesabi Trust position peaked at $20K in Q4 2020.
  • 57 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.