Waverly Advisors’s Mesabi Trust MSB Stock Holding History

Waverly Advisors’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
2013 Q4	–	Sell	-2,581	Closed	-$57K	–	832
2013 Q3	$57K	Buy	+2,581	New	+$50.4K	0.03%	226

Other funds holding MSB

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 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

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

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

FDS

First Dallas Securities Dallas, Texas $303M AUM 47.81% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Waverly Advisors's MSB Position: Q4 2013 in Review

Waverly Advisors sold out of Mesabi Trust (MSB) in Q4 2013, closing a stake of 2,581 shares — an estimated $57K sold.

Waverly Advisors first reported a position in MSB in Q3 2013 and held it in 1 quarter. The position peaked at $57K in Q3 2013. 47 funds tracked by Wall St. Rank hold MSB as of Q4 2013.

Waverly Advisors reported no remaining Mesabi Trust position as of Q4 2013 after selling out during the quarter.
Waverly Advisors sold 2,581 Mesabi Trust shares in Q4 2013, an estimated $57K.
Waverly Advisors first reported a position in Mesabi Trust in Q3 2013 and held it in 1 quarter.
Waverly Advisors's Mesabi Trust position peaked at $57K in Q3 2013.
47 funds tracked by Wall St. Rank held Mesabi Trust as of Q4 2013.

Based on Waverly Advisors's 13F filing for Q4 2013, filed 27 Jan 2014.