LWCFA
MTR

Loring Wolcott & Coolidge Fiduciary Advisors’s Mesa Royalty Trust MTR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023
Q3 		– Sell
-1,029
Closed -$25.3K – 637
2023
Q2 		$25.3K Buy
+1,029
New +$22.2K ﹤0.01% 483

Other funds holding MTR

Wells Fargo
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Mesa Royalty Trust (MTR) in Q3 2023, closing a stake of 1,029 shares — an estimated $25.3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MTR in Q2 2023 and held it in 1 quarter. The position peaked at $25.3K in Q2 2023. 14 funds tracked by Wall St. Rank hold MTR as of Q3 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Mesa Royalty Trust position as of Q3 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,029 Mesa Royalty Trust shares in Q3 2023, an estimated $25.3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Mesa Royalty Trust in Q2 2023 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Mesa Royalty Trust position peaked at $25.3K in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q3 2023.

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