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Calton & Associates’s Mettler-Toledo International MTD Stock Holding History

Calton & Associates’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
-543
Closed -$312K – 358
2018
Q1 		$312K Buy
543
+133
+32% +$83.6K 0.09% 227
2017
Q4 		$273K Buy
+410
New +$262K 0.07% 271

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Calton & Associates's MTD Position: Q2 2018 in Review

Calton & Associates sold out of Mettler-Toledo International (MTD) in Q2 2018, closing a stake of 543 shares — an estimated $312K sold.

Calton & Associates first reported a position in MTD in Q4 2017 and held it in 2 quarters. The position peaked at $312K in Q1 2018. 491 funds tracked by Wall St. Rank hold MTD as of Q2 2018.

  • Calton & Associates reported no remaining Mettler-Toledo International position as of Q2 2018 after selling out during the quarter.
  • Calton & Associates sold 543 Mettler-Toledo International shares in Q2 2018, an estimated $312K.
  • Calton & Associates first reported a position in Mettler-Toledo International in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's Mettler-Toledo International position peaked at $312K in Q1 2018.
  • 491 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2018.

Based on Calton & Associates's 13F filing for Q2 2018, filed 10 Aug 2018.