BWM
MTOR

Baystate Wealth Management’s MERITOR, Inc. MTOR Stock Holding History

Baystate Wealth Management’s Portfolio MTOR Stock Details MTOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-750
Closed -$5K – 244
2013
Q2 		$5K Buy
+750
New +$4.5K ﹤0.01% 230

Other funds holding MTOR

GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LM
Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Baystate Wealth Management's MTOR Position: Q3 2013 in Review

Baystate Wealth Management sold out of MERITOR, Inc. (MTOR) in Q3 2013, closing a stake of 750 shares — an estimated $5K sold.

Baystate Wealth Management first reported a position in MTOR in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 158 funds tracked by Wall St. Rank hold MTOR as of Q3 2013.

  • Baystate Wealth Management reported no remaining MERITOR, Inc. position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 750 MERITOR, Inc. shares in Q3 2013, an estimated $5K.
  • Baystate Wealth Management first reported a position in MERITOR, Inc. in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's MERITOR, Inc. position peaked at $5K in Q2 2013.
  • 158 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2013.

Based on Baystate Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.