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Mesabi Trust

名稱 持股 交易金額 股數
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持股
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Beddow Capital Management
1
Beddow Capital Management
Wyoming
US$588萬 +US$69.4萬 +76,474 +16%
SFE Investment Counsel
2
SFE Investment Counsel
California
US$331萬 -US$7.34萬 -8,089 -3%
Freestone Capital Holdings
3
Freestone Capital Holdings
Washington
US$279萬 +US$17.4萬 +19,206 +8%
ValueWorks
4
ValueWorks
New York
US$216萬 -US$4,429 -488 -0.2%
Bank of America
5
Bank of America
North Carolina
US$125萬 -US$1.82萬 -2,004 -2%
Wells Fargo
6
Wells Fargo
California
US$57.5萬 -US$5.22萬 -5,751 -10%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
US$51.8萬 – – –
Two Sigma Advisers
8
Two Sigma Advisers
New York
US$30.3萬 -US$13.9萬 -15,300 -35%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
US$29.7萬 -US$12.3萬 -13,573 -33%
Hodges Capital Management
10
Hodges Capital Management
Texas
US$21.5萬 +US$4.08萬 +4,500 +29%
D.A. Davidson & Co
11
D.A. Davidson & Co
Montana
US$13.9萬 -US$1.07萬 -1,184 -8%
BerganKDV Wealth Management
12
BerganKDV Wealth Management
Minnesota
US$12.9萬 – – –
MSI Financial Services
13
MSI Financial Services
Massachusetts
US$12.4萬 -US$1.22萬 -1,342 -10%
Morgan Stanley
14
Morgan Stanley
New York
US$8.6萬 -US$4.13萬 -4,548 -36%
CG
15
Cutler Group
California
US$7.1萬 +US$3.41萬 +3,758 +132%
AIM
16
Acrospire Investment Management
Illinois
US$3.9萬 +US$3.26萬 +3,596 新
UBS Group
17
UBS Group
Switzerland
US$3.4萬 -US$4,892 -539 -15%
Deutsche Bank
18
Deutsche Bank
Germany
US$3.2萬 -US$30.2萬 -33,301 -92%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
US$2.7萬 – – –
IFP Advisors
20
IFP Advisors
Florida
US$2.3萬 +US$1.45萬 +1,600 +320%
Creative Planning
21
Creative Planning
Kansas
US$2.2萬 +US$1.18萬 +1,300 +186%
WA
22
WFG Advisors
Texas
US$1.6萬 -US$9,075 -1,000 -40%
Citigroup
23
Citigroup
New York
US$1.1萬 -US$272 -30 -3%
Geneos Wealth Management
24
Geneos Wealth Management
Colorado
US$9,000 -US$1.21萬 -1,336 -59%
Ladenburg Thalmann Financial Services
25
Ladenburg Thalmann Financial Services
Florida
US$8,000 – – –