MIM
MTR

Macroview Investment Management’s Mesa Royalty Trust MTR Stock Holding History

Macroview Investment Management’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
2024
Q1 		– Sell
-263
Closed -$3.43K – 680
2023
Q4 		$3.43K Hold
263
– – ﹤0.01% 439
2023
Q3 		$4K Hold
263
– – 0.01% 481
2023
Q2 		$6.44K Buy
+263
New +$5.68K 0.01% 313

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Macroview Investment Management's MTR Position: Q1 2024 in Review

Macroview Investment Management sold out of Mesa Royalty Trust (MTR) in Q1 2024, closing a stake of 263 shares — an estimated $3.43K sold.

Macroview Investment Management first reported a position in MTR in Q2 2023 and held it in 3 quarters. The position peaked at $6.44K in Q2 2023. 11 funds tracked by Wall St. Rank hold MTR as of Q1 2024.

  • Macroview Investment Management reported no remaining Mesa Royalty Trust position as of Q1 2024 after selling out during the quarter.
  • Macroview Investment Management sold 263 Mesa Royalty Trust shares in Q1 2024, an estimated $3.43K.
  • Macroview Investment Management first reported a position in Mesa Royalty Trust in Q2 2023 and held it in 3 quarters.
  • Macroview Investment Management's Mesa Royalty Trust position peaked at $6.44K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q1 2024.

Based on Macroview Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.