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Annex Advisory Services’s Manitowoc MTW Stock Holding History

Annex Advisory Services’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,332
Closed -$156K – 130
2017
Q3 		$156K Hold
4,332
– – 0.03% 120
2017
Q2 		$104K Buy
4,332
+789
+22% +$18.5K 0.02% 121
2017
Q1 		$81K Buy
+3,543
New +$87.4K 0.02% 114

Other funds holding MTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Annex Advisory Services's MTW Position: Q4 2017 in Review

Annex Advisory Services sold out of Manitowoc (MTW) in Q4 2017, closing a stake of 4,332 shares — an estimated $156K sold.

Annex Advisory Services first reported a position in MTW in Q1 2017 and held it in 3 quarters. The position peaked at $156K in Q3 2017. 199 funds tracked by Wall St. Rank hold MTW as of Q4 2017.

  • Annex Advisory Services reported no remaining Manitowoc position as of Q4 2017 after selling out during the quarter.
  • Annex Advisory Services sold 4,332 Manitowoc shares in Q4 2017, an estimated $156K.
  • Annex Advisory Services first reported a position in Manitowoc in Q1 2017 and held it in 3 quarters.
  • Annex Advisory Services's Manitowoc position peaked at $156K in Q3 2017.
  • 199 funds tracked by Wall St. Rank held Manitowoc as of Q4 2017.

Based on Annex Advisory Services's 13F filing for Q4 2017, filed 13 Feb 2018.