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Cypress Wealth Services’s Mettler-Toledo International MTD Stock Holding History

Cypress Wealth Services’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
2019
Q3 		– Sell
-400
Closed -$336K – 265
2019
Q2 		$336K Hold
400
– – 0.1% 175
2019
Q1 		$289K Buy
+400
New +$260K 0.09% 183

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cypress Wealth Services's MTD Position: Q3 2019 in Review

Cypress Wealth Services sold out of Mettler-Toledo International (MTD) in Q3 2019, closing a stake of 400 shares — an estimated $336K sold.

Cypress Wealth Services first reported a position in MTD in Q1 2019 and held it in 2 quarters. The position peaked at $336K in Q2 2019. 561 funds tracked by Wall St. Rank hold MTD as of Q3 2019.

  • Cypress Wealth Services reported no remaining Mettler-Toledo International position as of Q3 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 400 Mettler-Toledo International shares in Q3 2019, an estimated $336K.
  • Cypress Wealth Services first reported a position in Mettler-Toledo International in Q1 2019 and held it in 2 quarters.
  • Cypress Wealth Services's Mettler-Toledo International position peaked at $336K in Q2 2019.
  • 561 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2019.

Based on Cypress Wealth Services's 13F filing for Q3 2019, filed 16 Oct 2019.