tru Independence’s Mesabi Trust MSB Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-1,500	Closed	-$26K	–	651
2020 Q2	$26K	Buy	+1,500	New	+$23.4K	﹤0.01%	469

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

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

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

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

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

tru Independence's MSB Position: Q3 2020 in Review

tru Independence sold out of Mesabi Trust (MSB) in Q3 2020, closing a stake of 1,500 shares — an estimated $26K sold.

tru Independence first reported a position in MSB in Q2 2020 and held it in 1 quarter. The position peaked at $26K in Q2 2020. 40 funds tracked by Wall St. Rank hold MSB as of Q3 2020.

tru Independence reported no remaining Mesabi Trust position as of Q3 2020 after selling out during the quarter.
tru Independence sold 1,500 Mesabi Trust shares in Q3 2020, an estimated $26K.
tru Independence first reported a position in Mesabi Trust in Q2 2020 and held it in 1 quarter.
tru Independence's Mesabi Trust position peaked at $26K in Q2 2020.
40 funds tracked by Wall St. Rank held Mesabi Trust as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.