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FMA Advisory’s Manitowoc MTW Stock Holding History

FMA Advisory’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
2014
Q4 		$2.02M Buy
100,906
+527
+0.5% +$9.56K 0.7% 51
2014
Q3 		$2.13M Buy
100,379
+11,465
+13% +$299K 0.78% 41
2014
Q2 		$2.65M Buy
88,914
+2,407
+3% +$64K 0.97% 35
2014
Q1 		$2.46M Sell
86,507
-641
-0.7% -$16.4K 0.97% 37
2013
Q4 		$1.84M Sell
87,148
-551
-0.6% -$10.1K 0.75% 48
2013
Q3 		$1.55M Sell
87,699
-1,986
-2% -$36.1K 0.62% 54
2013
Q2 		$1.46M Buy
+89,685
New +$1.53M 0.61% 57

Other funds holding MTW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return

FMA Advisory's MTW Position: Q4 2014 in Review

FMA Advisory increased its Manitowoc (MTW) stake by 0.53% in Q4 2014, buying an estimated $9.56K and bringing the position to 100,906 shares worth $2.02M. The position accounts for 0.7% of the portfolio, ranked #51.

FMA Advisory first reported a position in MTW in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.65M in Q2 2014. 245 funds tracked by Wall St. Rank hold MTW as of Q4 2014.

  • FMA Advisory held 100,906 shares of Manitowoc worth $2.02M as of Q4 2014.
  • FMA Advisory bought 527 Manitowoc shares in Q4 2014, an estimated $9.56K.
  • Manitowoc made up 0.7% of FMA Advisory's portfolio in Q4 2014, its #51 holding.
  • FMA Advisory first reported a position in Manitowoc in Q2 2013 and has held it in 7 quarters since.
  • FMA Advisory's Manitowoc position peaked at $2.65M in Q2 2014.
  • 245 funds tracked by Wall St. Rank held Manitowoc as of Q4 2014.

Based on FMA Advisory's 13F filing for Q4 2014, filed 26 Jan 2015.