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Cypress Wealth Advisors’s Minerals Technologies MTX Stock Holding History

Cypress Wealth Advisors’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,702
Closed -$252K – 189
2015
Q2 		$252K Buy
+3,702
New +$257K 0.15% 124

Other funds holding MTX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cypress Wealth Advisors's MTX Position: Q3 2015 in Review

Cypress Wealth Advisors sold out of Minerals Technologies (MTX) in Q3 2015, closing a stake of 3,702 shares — an estimated $252K sold.

Cypress Wealth Advisors first reported a position in MTX in Q2 2015 and held it in 1 quarter. The position peaked at $252K in Q2 2015. 209 funds tracked by Wall St. Rank hold MTX as of Q3 2015.

  • Cypress Wealth Advisors reported no remaining Minerals Technologies position as of Q3 2015 after selling out during the quarter.
  • Cypress Wealth Advisors sold 3,702 Minerals Technologies shares in Q3 2015, an estimated $252K.
  • Cypress Wealth Advisors first reported a position in Minerals Technologies in Q2 2015 and held it in 1 quarter.
  • Cypress Wealth Advisors's Minerals Technologies position peaked at $252K in Q2 2015.
  • 209 funds tracked by Wall St. Rank held Minerals Technologies as of Q3 2015.

Based on Cypress Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.