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Advisor Group’s Mettler-Toledo International MTD Stock Holding History

Advisor Group’s Portfolio MTD Stock Details MTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3.94M Sell
4,963
-796
-14% -$575K 0.03% 496
2019
Q3 		$4.06M Sell
5,759
-1,057
-16% -$776K 0.03% 481
2019
Q2 		$5.72M Buy
6,816
+415
+6% +$313K 0.04% 348
2019
Q1 		$4.63M Buy
6,401
+274
+4% +$178K 0.04% 392
2018
Q4 		$3.46M Buy
6,127
+2,108
+52% +$1.22M 0.03% 419
2018
Q3 		$2.45M Buy
4,019
+3,145
+360% +$1.85M 0.02% 571
2018
Q2 		$506K Sell
874
-777
-47% -$443K 0.01% 1299
2018
Q1 		$950K Sell
1,651
-119
-7% -$74.8K 0.01% 903
2017
Q4 		$1.1M Buy
1,770
+115
+7% +$73.6K 0.01% 836
2017
Q3 		$1.03M Sell
1,655
-295
-15% -$177K 0.02% 775
2017
Q2 		$1.15M Buy
1,950
+165
+9% +$90.4K 0.02% 685
2017
Q1 		$854K Sell
1,785
-35
-2% -$16K 0.02% 787
2016
Q4 		$762K Buy
1,820
+591
+48% +$246K 0.02% 779
2016
Q3 		$515K Sell
1,229
-76
-6% -$30.2K 0.01% 960
2016
Q2 		$476K Buy
+1,305
New +$477K 0.01% 946

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisor Group's MTD Position: Q4 2019 in Review

Advisor Group reduced its Mettler-Toledo International (MTD) stake by 14% in Q4 2019, selling an estimated $575K and leaving 4,963 shares worth $3.94M. The position accounts for 0.03% of the portfolio, ranked #496.

Advisor Group first reported a position in MTD in Q2 2016 and has held it in 15 quarters since. The position peaked at $5.72M in Q2 2019. 583 funds tracked by Wall St. Rank hold MTD as of Q4 2019.

  • Advisor Group held 4,963 shares of Mettler-Toledo International worth $3.94M as of Q4 2019.
  • Advisor Group sold 796 Mettler-Toledo International shares in Q4 2019, an estimated $575K.
  • Mettler-Toledo International made up 0.03% of Advisor Group's portfolio in Q4 2019, its #496 holding.
  • Advisor Group first reported a position in Mettler-Toledo International in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Mettler-Toledo International position peaked at $5.72M in Q2 2019.
  • 583 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.