SFS
MSB

Sowell Financial Services’s Mesabi Trust MSB Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-110
Closed -$3K – 3224
2020
Q4 		$3K Hold
110
– – ﹤0.01% 2403
2020
Q3 		$2K Hold
110
– – ﹤0.01% 2239
2020
Q2 		$2K Hold
110
– – ﹤0.01% 2183
2020
Q1 		$2K Buy
+110
New +$2.09K ﹤0.01% 2086

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sowell Financial Services's MSB Position: Q1 2021 in Review

Sowell Financial Services sold out of Mesabi Trust (MSB) in Q1 2021, closing a stake of 110 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in MSB in Q1 2020 and held it in 4 quarters. The position peaked at $3K in Q4 2020. 57 funds tracked by Wall St. Rank hold MSB as of Q1 2021.

  • Sowell Financial Services reported no remaining Mesabi Trust position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 110 Mesabi Trust shares in Q1 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Mesabi Trust in Q1 2020 and held it in 4 quarters.
  • Sowell Financial Services's Mesabi Trust position peaked at $3K in Q4 2020.
  • 57 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.