Capstone Investment Advisors
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Capstone Investment Advisors’s Manitowoc MTW Stock Holding History

Capstone Investment Advisors’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
2014
Q1 		– Sell
-114,039
Closed -$2.41M – 491
2013
Q4 		$2.41M Buy
114,039
+4,305
+4% +$78.9K 0.03% 303
2013
Q3 		$1.94M Buy
+109,734
New +$1.99M 0.02% 347

Other funds holding MTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capstone Investment Advisors's MTW Position: Q1 2018 in Review

Capstone Investment Advisors sold out of Manitowoc (MTW) in Q1 2018, closing a stake of 5,581 shares — an estimated $219K sold.

Capstone Investment Advisors first reported a position in MTW in Q3 2013 and held it in 4 quarters. The position peaked at $571K in Q3 2013. 172 funds tracked by Wall St. Rank hold MTW as of Q1 2018.

  • Capstone Investment Advisors reported no remaining Manitowoc position as of Q1 2018 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,581 Manitowoc shares in Q1 2018, an estimated $219K.
  • Capstone Investment Advisors first reported a position in Manitowoc in Q3 2013 and held it in 4 quarters.
  • Capstone Investment Advisors's Manitowoc position peaked at $571K in Q3 2013.
  • 172 funds tracked by Wall St. Rank held Manitowoc as of Q1 2018.

Based on Capstone Investment Advisors's 13F filing for Q1 2018, filed 15 May 2018.