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Avantax Planning Partners’s Mettler-Toledo International MTD Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-11
Closed -$6K – 998
2018
Q1 		$6K Buy
+11
New +$6.92K ﹤0.01% 1272

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BlackRock
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State Street
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WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avantax Planning Partners's MTD Position: Q2 2018 in Review

Avantax Planning Partners sold out of Mettler-Toledo International (MTD) in Q2 2018, closing a stake of 11 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in MTD in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 490 funds tracked by Wall St. Rank hold MTD as of Q2 2018.

  • Avantax Planning Partners reported no remaining Mettler-Toledo International position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 11 Mettler-Toledo International shares in Q2 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Mettler-Toledo International in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Mettler-Toledo International position peaked at $6K in Q1 2018.
  • 490 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.