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Avantax Planning Partners’s Manitowoc MTW Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-286
Closed -$7K – 862
2018
Q3 		$7K Buy
+286
New +$7K ﹤0.01% 986
2018
Q2 		– Sell
-286
Closed -$8K – 1006
2018
Q1 		$8K Buy
+286
New +$9.81K ﹤0.01% 1162

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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Avantax Planning Partners's MTW Position: Q4 2018 in Review

Avantax Planning Partners sold out of Manitowoc (MTW) in Q4 2018, closing a stake of 286 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in MTW in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 154 funds tracked by Wall St. Rank hold MTW as of Q4 2018.

  • Avantax Planning Partners reported no remaining Manitowoc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 286 Manitowoc shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Manitowoc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Manitowoc position peaked at $8K in Q1 2018.
  • 154 funds tracked by Wall St. Rank held Manitowoc as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.