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Cavalier Investments’s Mettler-Toledo International MTD Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-1,600
Closed -$991K – 186
2017
Q4 		$991K Hold
1,600
– – 0.4% 57
2017
Q3 		$1M Hold
1,600
– – 0.48% 53
2017
Q2 		$766K Hold
1,600
– – 0.43% 56
2017
Q1 		$766K Buy
1,600
+400
+33% +$183K 0.43% 56
2016
Q4 		$502K Buy
+1,200
New +$499K 0.32% 60

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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

Cavalier Investments's MTD Position: Q1 2018 in Review

Cavalier Investments sold out of Mettler-Toledo International (MTD) in Q1 2018, closing a stake of 1,600 shares — an estimated $991K sold.

Cavalier Investments first reported a position in MTD in Q4 2016 and held it in 5 quarters. The position peaked at $1M in Q3 2017. 524 funds tracked by Wall St. Rank hold MTD as of Q1 2018.

  • Cavalier Investments reported no remaining Mettler-Toledo International position as of Q1 2018 after selling out during the quarter.
  • Cavalier Investments sold 1,600 Mettler-Toledo International shares in Q1 2018, an estimated $991K.
  • Cavalier Investments first reported a position in Mettler-Toledo International in Q4 2016 and held it in 5 quarters.
  • Cavalier Investments's Mettler-Toledo International position peaked at $1M in Q3 2017.
  • 524 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2018.

Based on Cavalier Investments's 13F filing for Q1 2018, filed 10 May 2018.