LWCFA
MSB

Loring Wolcott & Coolidge Fiduciary Advisors’s Mesabi Trust MSB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023
Q3 		– Sell
-2,400
Closed -$49K – 636
2023
Q2 		$49K Buy
+2,400
New +$51.6K ﹤0.01% 425

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MSB Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Mesabi Trust (MSB) in Q3 2023, closing a stake of 2,400 shares — an estimated $49K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MSB in Q2 2023 and held it in 1 quarter. The position peaked at $49K in Q2 2023. 46 funds tracked by Wall St. Rank hold MSB as of Q3 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Mesabi Trust position as of Q3 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,400 Mesabi Trust shares in Q3 2023, an estimated $49K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Mesabi Trust in Q2 2023 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Mesabi Trust position peaked at $49K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Mesabi Trust as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.