CWM
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Concert Wealth Management’s Manitowoc MTW Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-2,564
Closed -$49K – 764
2016
Q3 		$49K Hold
2,564
– – 0.01% 817
2016
Q2 		$56K Sell
2,564
-87
-3% -$1.89K 0.01% 662
2016
Q1 		$47K Sell
2,651
-9,093
-77% -$132K 0.01% 662
2015
Q4 		$163K Sell
11,744
-68
-0.6% -$964 0.02% 617
2015
Q3 		$161K Sell
11,812
-276
-2% -$4.26K 0.02% 640
2015
Q2 		$217K Buy
12,088
+454
+4% +$8.28K 0.03% 615
2015
Q1 		$19K Sell
11,634
-2,767
-19% -$51.9K 0.01% 459
2014
Q4 		$290K Sell
14,401
-2,125
-13% -$38.6K 0.04% 467
2014
Q3 		$352K Buy
16,526
+83
+0.5% +$2.16K 0.05% 348
2014
Q2 		$479K Hold
16,443
– – 0.06% 289
2014
Q1 		$461K Buy
16,443
+1,435
+10% +$36.8K 0.06% 290
2013
Q4 		$316K Buy
15,008
+883
+6% +$16.2K 0.04% 361
2013
Q3 		$251K Hold
14,125
– – 0.04% 414
2013
Q2 		$228K Buy
+14,125
New +$241K 0.03% 416

Other funds holding MTW

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Concert Wealth Management's MTW Position: Q4 2016 in Review

Concert Wealth Management sold out of Manitowoc (MTW) in Q4 2016, closing a stake of 2,564 shares — an estimated $49K sold.

Concert Wealth Management first reported a position in MTW in Q2 2013 and held it in 14 quarters. The position peaked at $479K in Q2 2014. 197 funds tracked by Wall St. Rank hold MTW as of Q4 2016.

  • Concert Wealth Management reported no remaining Manitowoc position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 2,564 Manitowoc shares in Q4 2016, an estimated $49K.
  • Concert Wealth Management first reported a position in Manitowoc in Q2 2013 and held it in 14 quarters.
  • Concert Wealth Management's Manitowoc position peaked at $479K in Q2 2014.
  • 197 funds tracked by Wall St. Rank held Manitowoc as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.