CCM Investment Advisers’s Manitowoc MTW Stock Holding History

CCM Investment Advisers’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
2017 Q4	–	Sell	-5,000	Closed	-$180K	–	89
2017 Q3	$180K	Hold	5,000	–	–	0.03%	91
2017 Q2	$120K	Sell	5,000 -5,000	-50%	-$117K	0.02%	91
2017 Q1	$228K	Hold	10,000	–	–	0.05%	89
2016 Q4	$239K	Hold	10,000	–	–	0.05%	87
2016 Q3	$191K	Sell	10,000 -3,000	-23%	-$60.6K	0.04%	98
2016 Q2	$283K	Sell	13,000 -3,750	-22%	-$81.5K	0.03%	108
2016 Q1	$290K	Sell	16,750 -57,215	-77%	-$831K	0.03%	91
2015 Q4	$1.03M	Buy	73,965 +22,631	+44%	+$321K	0.1%	64
2015 Q3	$697K	Hold	51,334	–	–	0.07%	70
2015 Q2	$911K	Hold	51,334	–	–	0.08%	78
2015 Q1	$1M	Hold	51,334	–	–	0.1%	79
2014 Q4	$1.03M	Hold	51,334	–	–	0.09%	74
2014 Q3	$1.09M	Hold	51,334	–	–	0.1%	72
2014 Q2	$1.53M	Sell	51,334 -552	-1%	-$14.7K	0.14%	65
2014 Q1	$1.48M	Sell	51,886 -121,436	-70%	-$3.11M	0.15%	69
2013 Q4	$3.66M	Sell	173,322 -16,559	-9%	-$304K	0.34%	70
2013 Q3	$3.36M	Sell	189,881 -16,560	-8%	-$301K	0.33%	68
2013 Q2	$3.35M	Buy	+206,441	New	+$3.53M	0.34%	71

Other funds holding MTW

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

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

FVP

Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM Investment Advisers's MTW Position: Q4 2017 in Review

CCM Investment Advisers sold out of Manitowoc (MTW) in Q4 2017, closing a stake of 5,000 shares — an estimated $180K sold.

CCM Investment Advisers first reported a position in MTW in Q2 2013 and held it in 18 quarters. The position peaked at $3.66M in Q4 2013. 199 funds tracked by Wall St. Rank hold MTW as of Q4 2017.

CCM Investment Advisers reported no remaining Manitowoc position as of Q4 2017 after selling out during the quarter.
CCM Investment Advisers sold 5,000 Manitowoc shares in Q4 2017, an estimated $180K.
CCM Investment Advisers first reported a position in Manitowoc in Q2 2013 and held it in 18 quarters.
CCM Investment Advisers's Manitowoc position peaked at $3.66M in Q4 2013.
199 funds tracked by Wall St. Rank held Manitowoc as of Q4 2017.

Based on CCM Investment Advisers's 13F filing for Q4 2017, filed 22 Feb 2018.