AIM
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Assured Investment Management’s Manitowoc MTW Stock Holding History

Assured Investment Management’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
2019
Q2 		– Sell
-7,201
Closed -$118K – 551
2019
Q1 		$118K Buy
+7,201
New +$120K ﹤0.01% 877
2018
Q3 		– Sell
-2,353
Closed -$61K – 1237
2018
Q2 		$61K Sell
2,353
-9,973
-81% -$264K ﹤0.01% 1106
2018
Q1 		$351K Buy
+12,326
New +$423K 0.01% 870
2016
Q1 		– Sell
-17,098
Closed -$238K – 686
2015
Q4 		$238K Buy
+17,098
New +$242K ﹤0.01% 454

Other funds holding MTW

FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Assured Investment Management's MTW Position: Q2 2019 in Review

Assured Investment Management sold out of Manitowoc (MTW) in Q2 2019, closing a stake of 7,201 shares — an estimated $118K sold.

Assured Investment Management first reported a position in MTW in Q4 2015 and held it in 4 quarters. The position peaked at $351K in Q1 2018. 138 funds tracked by Wall St. Rank hold MTW as of Q2 2019.

  • Assured Investment Management reported no remaining Manitowoc position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 7,201 Manitowoc shares in Q2 2019, an estimated $118K.
  • Assured Investment Management first reported a position in Manitowoc in Q4 2015 and held it in 4 quarters.
  • Assured Investment Management's Manitowoc position peaked at $351K in Q1 2018.
  • 138 funds tracked by Wall St. Rank held Manitowoc as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.