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 – 994
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 $8.82B AUM 23.05% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 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 $1.55T AUM 33.47% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Optimum Investment Advisors's MSB Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Mesabi Trust (MSB) in Q4 2019, closing a stake of 1,000 shares — an estimated $24K sold.

Optimum Investment Advisors first reported a position in MSB in Q2 2014 and held it in 11 quarters. The position peaked at $39K in Q2 2014. 46 funds tracked by Wall St. Rank hold MSB as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Mesabi Trust position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Mesabi Trust shares in Q4 2019, an estimated $24K.
  • Optimum Investment Advisors first reported a position in Mesabi Trust in Q2 2014 and held it in 11 quarters.
  • Optimum Investment Advisors's Mesabi Trust position peaked at $39K in Q2 2014.
  • 46 funds tracked by Wall St. Rank held Mesabi Trust as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.