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Bruderman Asset Management’s Minerals Technologies MTX Stock Holding History

Bruderman Asset Management’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-296
Closed -$14K – 409
2015
Q4 		$14K Hold
296
– – 0.01% 312
2015
Q3 		$14K Sell
296
-760
-72% -$43.9K 0.01% 313
2015
Q2 		$72K Hold
1,056
– – 0.03% 183
2015
Q1 		$77K Buy
+1,056
New +$71.6K 0.03% 181

Other funds holding MTX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bruderman Asset Management's MTX Position: Q1 2016 in Review

Bruderman Asset Management sold out of Minerals Technologies (MTX) in Q1 2016, closing a stake of 296 shares — an estimated $14K sold.

Bruderman Asset Management first reported a position in MTX in Q1 2015 and held it in 4 quarters. The position peaked at $77K in Q1 2015. 209 funds tracked by Wall St. Rank hold MTX as of Q1 2016.

  • Bruderman Asset Management reported no remaining Minerals Technologies position as of Q1 2016 after selling out during the quarter.
  • Bruderman Asset Management sold 296 Minerals Technologies shares in Q1 2016, an estimated $14K.
  • Bruderman Asset Management first reported a position in Minerals Technologies in Q1 2015 and held it in 4 quarters.
  • Bruderman Asset Management's Minerals Technologies position peaked at $77K in Q1 2015.
  • 209 funds tracked by Wall St. Rank held Minerals Technologies as of Q1 2016.

Based on Bruderman Asset Management's 13F filing for Q1 2016, filed 9 May 2016.