Evoke Wealth’s Manitowoc MTW Stock Holding History

Evoke Wealth’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
2020 Q2	–	Sell	-25	Closed	-$213	–	1143
2020 Q1	$213	Hold	25	–	–	﹤0.01%	1085
2019 Q4	$438	Hold	25	–	–	﹤0.01%	1196
2019 Q3	$312	Buy	+25	New	+$377	﹤0.01%	1377

Other funds holding MTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

FVP

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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Evoke Wealth's MTW Position: Q2 2020 in Review

Evoke Wealth sold out of Manitowoc (MTW) in Q2 2020, closing a stake of 25 shares — an estimated $213 sold.

Evoke Wealth first reported a position in MTW in Q3 2019 and held it in 3 quarters. The position peaked at $438 in Q4 2019. 152 funds tracked by Wall St. Rank hold MTW as of Q2 2020.

Evoke Wealth reported no remaining Manitowoc position as of Q2 2020 after selling out during the quarter.
Evoke Wealth sold 25 Manitowoc shares in Q2 2020, an estimated $213.
Evoke Wealth first reported a position in Manitowoc in Q3 2019 and held it in 3 quarters.
Evoke Wealth's Manitowoc position peaked at $438 in Q4 2019.
152 funds tracked by Wall St. Rank held Manitowoc as of Q2 2020.

Based on Evoke Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.