Steward Partners Investment Advisory’s Mesa Royalty Trust MTR Stock Holding History

Steward Partners Investment Advisory’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	-66	Closed	–	–	2623
2019 Q4	$0	Buy	+66	New	+$491	﹤0.01%	2685

Other funds holding MTR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

GIM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIM

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

Steward Partners Investment Advisory's MTR Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Mesa Royalty Trust (MTR) in Q1 2020, closing a stake of 66 shares.

Steward Partners Investment Advisory first reported a position in MTR in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 10 funds tracked by Wall St. Rank hold MTR as of Q1 2020.

Steward Partners Investment Advisory reported no remaining Mesa Royalty Trust position as of Q1 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 66 Mesa Royalty Trust shares in Q1 2020.
Steward Partners Investment Advisory first reported a position in Mesa Royalty Trust in Q4 2019 and held it in 1 quarter.
Steward Partners Investment Advisory's Mesa Royalty Trust position peaked at $0 in Q4 2019.
10 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.