Fusion Family Wealth’s Mettler-Toledo International MTD Stock Holding History

Fusion Family Wealth’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
2020 Q3	–	Sell	-88	Closed	-$71K	–	108
2020 Q2	$71K	Hold	88	–	–	0.02%	43
2020 Q1	$61K	Hold	88	–	–	0.02%	47
2019 Q4	$70K	Hold	88	–	–	0.02%	54
2019 Q3	$62K	Hold	88	–	–	0.02%	57
2019 Q2	$74K	Hold	88	–	–	0.02%	67
2019 Q1	$64K	Hold	88	–	–	0.02%	60
2018 Q4	$50K	Hold	88	–	–	0.01%	112
2018 Q3	$54K	Hold	88	–	–	0.01%	110
2018 Q2	$51K	Hold	88	–	–	0.01%	127
2018 Q1	$51K	Hold	88	–	–	0.02%	113
2017 Q4	$55K	Hold	88	–	–	0.01%	125
2017 Q3	$55K	Hold	88	–	–	0.02%	83
2017 Q2	$52K	Hold	88	–	–	0.02%	123
2017 Q1	$42K	Hold	88	–	–	0.02%	127
2016 Q4	$37K	Buy	+88	New	+$36.6K	0.02%	144

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return