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Plante Moran Financial Advisors’s Mesabi Trust MSB Stock Holding History

Plante Moran Financial 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
2021
Q2 		– Sell
-150
Closed -$5K – 1031
2021
Q1 		$5K Buy
+150
New +$4.2K ﹤0.01% 781

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

Plante Moran Financial Advisors's MSB Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Mesabi Trust (MSB) in Q2 2021, closing a stake of 150 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in MSB in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 64 funds tracked by Wall St. Rank hold MSB as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Mesabi Trust position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 150 Mesabi Trust shares in Q2 2021, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Mesabi Trust in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Mesabi Trust position peaked at $5K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.