Realta Investment Advisors’s Mesa Royalty Trust MTR Stock Holding History

Realta Investment Advisors’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
2020 Q1	–	Sell	-1,500	Closed	-$11K	–	985
2019 Q4	$11K	Buy	+1,500	New	+$11.2K	﹤0.01%	1106

Other funds holding MTR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Realta Investment Advisors's MTR Position: Q1 2020 in Review

Realta Investment Advisors sold out of Mesa Royalty Trust (MTR) in Q1 2020, closing a stake of 1,500 shares — an estimated $11K sold.

Realta Investment Advisors first reported a position in MTR in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 10 funds tracked by Wall St. Rank hold MTR as of Q1 2020.

Realta Investment Advisors reported no remaining Mesa Royalty Trust position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 1,500 Mesa Royalty Trust shares in Q1 2020, an estimated $11K.
Realta Investment Advisors first reported a position in Mesa Royalty Trust in Q4 2019 and held it in 1 quarter.
Realta Investment Advisors's Mesa Royalty Trust position peaked at $11K in Q4 2019.
10 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.