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Gary Goldberg Planning Services’s Manitowoc MTW Stock Holding History

Gary Goldberg Planning Services’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
2013
Q4 		– Sell
-110
Closed -$2K – 345
2013
Q3 		$2K Hold
110
– – ﹤0.01% 343
2013
Q2 		$2K Buy
+110
New +$1.88K ﹤0.01% 349

Other funds holding MTW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gary Goldberg Planning Services's MTW Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of Manitowoc (MTW) in Q4 2013, closing a stake of 110 shares — an estimated $2K sold.

Gary Goldberg Planning Services first reported a position in MTW in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 246 funds tracked by Wall St. Rank hold MTW as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining Manitowoc position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 110 Manitowoc shares in Q4 2013, an estimated $2K.
  • Gary Goldberg Planning Services first reported a position in Manitowoc in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's Manitowoc position peaked at $2K in Q3 2013.
  • 246 funds tracked by Wall St. Rank held Manitowoc as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.