CWP
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Capital Wealth Planning’s Manitowoc MTW Stock Holding History

Capital Wealth Planning’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
2021
Q3 		– Sell
-12,600
Closed -$309K – 134
2021
Q2 		$309K Hold
12,600
– – 0.01% 99
2021
Q1 		$260K Sell
12,600
-5,000
-28% -$82.7K 0.01% 107
2020
Q4 		$257K Buy
17,600
+1,000
+6% +$10.7K 0.01% 92
2020
Q3 		$140K Hold
16,600
– – 0.01% 98
2020
Q2 		$181K Buy
16,600
+500
+3% +$4.73K 0.01% 99
2020
Q1 		$137K Buy
16,100
+2,800
+21% +$36.5K 0.01% 221
2019
Q4 		$233K Buy
13,300
+2,700
+25% +$39.4K 0.01% 177
2019
Q3 		$132K Hold
10,600
– – 0.01% 252
2019
Q2 		$189K Buy
+10,600
New +$176K 0.01% 241

Other funds holding MTW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Wealth Planning's MTW Position: Q3 2021 in Review

Capital Wealth Planning sold out of Manitowoc (MTW) in Q3 2021, closing a stake of 12,600 shares — an estimated $309K sold.

Capital Wealth Planning first reported a position in MTW in Q2 2019 and held it in 9 quarters. The position peaked at $309K in Q2 2021. 150 funds tracked by Wall St. Rank hold MTW as of Q3 2021.

  • Capital Wealth Planning reported no remaining Manitowoc position as of Q3 2021 after selling out during the quarter.
  • Capital Wealth Planning sold 12,600 Manitowoc shares in Q3 2021, an estimated $309K.
  • Capital Wealth Planning first reported a position in Manitowoc in Q2 2019 and held it in 9 quarters.
  • Capital Wealth Planning's Manitowoc position peaked at $309K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held Manitowoc as of Q3 2021.

Based on Capital Wealth Planning's 13F filing for Q3 2021, filed 3 Nov 2021.