OIA
MSB

Optimum Investment Advisors’s Mesabi Trust MSB Stock Holding History

Optimum Investment 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
2019
Q4 		– Sell
-1,000
Closed -$24K – 1003
2019
Q3 		$24K Hold
1,000
– – 0.01% 649
2019
Q2 		$30K Hold
1,000
– – 0.01% 614
2019
Q1 		$29K Hold
1,000
– – 0.01% 626
2018
Q4 		$24K Hold
1,000
– – 0.01% 618
2018
Q3 		$27K Hold
1,000
– – 0.01% 672
2018
Q2 		$25K Hold
1,000
– – 0.01% 685
2018
Q1 		$26K Buy
+1,000
New +$26.8K 0.01% 662
2015
Q1 		$20K Hold
1,500
– – 0.01% 686
2014
Q4 		$26K Sell
1,500
-500
-25% -$9.23K 0.01% 657
2014
Q3 		$37K Hold
2,000
– – 0.01% 525
2014
Q2 		$39K Buy
+2,000
New +$39.8K 0.01% 533

Other funds holding MSB

BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return