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First Personal Financial Services’s Mettler-Toledo International MTD Stock Holding History

First Personal Financial 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
-97
Closed -$81K – 689
2019
Q2 		$81K Buy
97
+1
+1% +$754 0.02% 227
2019
Q1 		$69K Buy
96
+2
+2% +$1.3K 0.02% 233
2018
Q4 		$53K Buy
94
+26
+38% +$15.1K 0.02% 249
2018
Q3 		$41K Buy
68
+7
+11% +$4.12K 0.01% 313
2018
Q2 		$35K Sell
61
-67
-52% -$38.2K 0.01% 327
2018
Q1 		$73K Sell
128
-102
-44% -$64.1K 0.02% 360
2017
Q4 		$142K Buy
230
+44
+24% +$28.1K 0.03% 292
2017
Q3 		$116K Hold
186
– – 0.02% 292
2017
Q2 		$109K Buy
186
+5
+3% +$2.74K 0.02% 303
2017
Q1 		$87K Hold
181
– – 0.02% 310
2016
Q4 		$76K Buy
181
+3
+2% +$1.25K 0.02% 316
2016
Q3 		$75K Buy
178
+15
+9% +$5.96K 0.02% 231
2016
Q2 		$59K Buy
+163
New +$59.6K 0.02% 244

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

First Personal Financial Services's MTD Position: Q3 2019 in Review

First Personal Financial Services sold out of Mettler-Toledo International (MTD) in Q3 2019, closing a stake of 97 shares — an estimated $81K sold.

First Personal Financial Services first reported a position in MTD in Q2 2016 and held it in 13 quarters. The position peaked at $142K in Q4 2017. 561 funds tracked by Wall St. Rank hold MTD as of Q3 2019.

  • First Personal Financial Services reported no remaining Mettler-Toledo International position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 97 Mettler-Toledo International shares in Q3 2019, an estimated $81K.
  • First Personal Financial Services first reported a position in Mettler-Toledo International in Q2 2016 and held it in 13 quarters.
  • First Personal Financial Services's Mettler-Toledo International position peaked at $142K in Q4 2017.
  • 561 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.