Safeguard Investment Advisory Group’s Mesa Royalty Trust MTR Stock Holding History

Safeguard Investment Advisory Group’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
2021 Q1	–	Sell	-500	Closed	-$2K	–	473
2020 Q4	$2K	Buy	+500	New	+$2.03K	﹤0.01%	631

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

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

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

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

Safeguard Investment Advisory Group's MTR Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Mesa Royalty Trust (MTR) in Q1 2021, closing a stake of 500 shares — an estimated $2K sold.

Safeguard Investment Advisory Group first reported a position in MTR in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 11 funds tracked by Wall St. Rank hold MTR as of Q1 2021.

Safeguard Investment Advisory Group reported no remaining Mesa Royalty Trust position as of Q1 2021 after selling out during the quarter.
Safeguard Investment Advisory Group sold 500 Mesa Royalty Trust shares in Q1 2021, an estimated $2K.
Safeguard Investment Advisory Group first reported a position in Mesa Royalty Trust in Q4 2020 and held it in 1 quarter.
Safeguard Investment Advisory Group's Mesa Royalty Trust position peaked at $2K in Q4 2020.
11 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.