WT
MSB

Whittier Trust’s Mesabi Trust MSB Stock Holding History

Whittier Trust’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
2019
Q3 		– Sell
-800
Closed -$24K – 1573
2019
Q2 		$24K Hold
800
– – ﹤0.01% 924
2019
Q1 		$23K Sell
800
-2,500
-76% -$71.5K ﹤0.01% 925
2018
Q4 		$78K Buy
3,300
+2,500
+313% +$68.5K ﹤0.01% 685
2018
Q3 		$21K Hold
800
– – ﹤0.01% 939
2018
Q2 		$20K Buy
+800
New +$19.6K ﹤0.01% 926

Other funds holding MSB

BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $624M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JMH
J.M. Hartwell New York $560M AUM 7.14% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return