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Divergent Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History

Divergent Wealth Advisors’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
Q4 		– Sell
-50
Closed -$30K – 99
2018
Q3 		$30K Hold
50
– – 0.01% 87
2018
Q2 		$29K Hold
50
– – 0.01% 83
2018
Q1 		$29K Buy
+50
New +$31.4K 0.01% 81

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Divergent Wealth Advisors's MTD Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Mettler-Toledo International (MTD) in Q4 2018, closing a stake of 50 shares — an estimated $30K sold.

Divergent Wealth Advisors first reported a position in MTD in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q3 2018. 525 funds tracked by Wall St. Rank hold MTD as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Mettler-Toledo International position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 50 Mettler-Toledo International shares in Q4 2018, an estimated $30K.
  • Divergent Wealth Advisors first reported a position in Mettler-Toledo International in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Mettler-Toledo International position peaked at $30K in Q3 2018.
  • 525 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.