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Newbridge Financial Services Group’s Mesabi Trust MSB Stock Holding History

Newbridge Financial Services Group’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
Q2 		– Sell
-345
Closed -$10K – 1482
2021
Q1 		$10K Hold
345
– – 0.01% 901
2020
Q4 		$10K Hold
345
– – 0.01% 731
2020
Q3 		$7K Buy
+345
New +$6.5K 0.01% 752

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 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

Newbridge Financial Services Group's MSB Position: Q2 2021 in Review

Newbridge Financial Services Group sold out of Mesabi Trust (MSB) in Q2 2021, closing a stake of 345 shares — an estimated $10K sold.

Newbridge Financial Services Group first reported a position in MSB in Q3 2020 and held it in 3 quarters. The position peaked at $10K in Q1 2021. 64 funds tracked by Wall St. Rank hold MSB as of Q2 2021.

  • Newbridge Financial Services Group reported no remaining Mesabi Trust position as of Q2 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 345 Mesabi Trust shares in Q2 2021, an estimated $10K.
  • Newbridge Financial Services Group first reported a position in Mesabi Trust in Q3 2020 and held it in 3 quarters.
  • Newbridge Financial Services Group's Mesabi Trust position peaked at $10K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2021.

Based on Newbridge Financial Services Group's 13F filing for Q2 2021, filed 7 Sep 2021.