SWM
MSB

Selective Wealth Management’s Mesabi Trust MSB Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-1,300
Closed -$28K – 495
2022
Q3 		$28K Hold
1,300
– – 0.01% 378
2022
Q2 		$32K Buy
1,300
+1,000
+333% +$26K 0.01% 396
2022
Q1 		$8K Buy
+300
New +$8.43K ﹤0.01% 557

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Selective Wealth Management's MSB Position: Q4 2022 in Review

Selective Wealth Management sold out of Mesabi Trust (MSB) in Q4 2022, closing a stake of 1,300 shares — an estimated $28K sold.

Selective Wealth Management first reported a position in MSB in Q1 2022 and held it in 3 quarters. The position peaked at $32K in Q2 2022. 52 funds tracked by Wall St. Rank hold MSB as of Q4 2022.

  • Selective Wealth Management reported no remaining Mesabi Trust position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,300 Mesabi Trust shares in Q4 2022, an estimated $28K.
  • Selective Wealth Management first reported a position in Mesabi Trust in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Mesabi Trust position peaked at $32K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held Mesabi Trust as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.