Burney Company’s Manitowoc MTW Stock Holding History

Burney Company’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
2015 Q2	–	Sell	-10,907	Closed	-$213K	–	413
2015 Q1	$213K	Buy	+10,907	New	+$204K	0.01%	390
2014 Q3	–	Sell	-7,849	Closed	-$234K	–	409
2014 Q2	$234K	Sell	7,849 -640	-8%	-$17K	0.02%	377
2014 Q1	$242K	Sell	8,489 -1,463	-15%	-$37.5K	0.02%	368
2013 Q4	$210K	Buy	+9,952	New	+$182K	0.02%	401
2013 Q3	–	Sell	-12,751	Closed	-$207K	–	414
2013 Q2	$207K	Buy	+12,751	New	+$218K	0.03%	376

Other funds holding MTW

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

PCM

Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Burney Company's MTW Position: Q2 2015 in Review

Burney Company sold out of Manitowoc (MTW) in Q2 2015, closing a stake of 10,907 shares — an estimated $213K sold.

Burney Company first reported a position in MTW in Q2 2013 and held it in 5 quarters. The position peaked at $242K in Q1 2014. 218 funds tracked by Wall St. Rank hold MTW as of Q2 2015.

Burney Company reported no remaining Manitowoc position as of Q2 2015 after selling out during the quarter.
Burney Company sold 10,907 Manitowoc shares in Q2 2015, an estimated $213K.
Burney Company first reported a position in Manitowoc in Q2 2013 and held it in 5 quarters.
Burney Company's Manitowoc position peaked at $242K in Q1 2014.
218 funds tracked by Wall St. Rank held Manitowoc as of Q2 2015.

Based on Burney Company's 13F filing for Q2 2015, filed 10 Aug 2015.