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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fusion Family Wealth's MTD Position: Q3 2020 in Review

Fusion Family Wealth sold out of Mettler-Toledo International (MTD) in Q3 2020, closing a stake of 88 shares — an estimated $71K sold.

Fusion Family Wealth first reported a position in MTD in Q4 2016 and held it in 15 quarters. The position peaked at $74K in Q2 2019. 613 funds tracked by Wall St. Rank hold MTD as of Q3 2020.

Fusion Family Wealth reported no remaining Mettler-Toledo International position as of Q3 2020 after selling out during the quarter.
Fusion Family Wealth sold 88 Mettler-Toledo International shares in Q3 2020, an estimated $71K.
Fusion Family Wealth first reported a position in Mettler-Toledo International in Q4 2016 and held it in 15 quarters.
Fusion Family Wealth's Mettler-Toledo International position peaked at $74K in Q2 2019.
613 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2020.

Based on Fusion Family Wealth's 13F filing for Q3 2020, filed 9 Nov 2020.