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Geneos Wealth Management’s Metallus MTUS Stock Holding History

Geneos Wealth Management’s Portfolio MTUS Stock Details MTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-284
Closed -$4K – 2224
2017
Q3 		$4K Hold
284
– – ﹤0.01% 1850
2017
Q2 		$4K Hold
284
– – ﹤0.01% 1817
2017
Q1 		$5K Hold
284
– – ﹤0.01% 1700
2016
Q4 		$4K Hold
284
– – ﹤0.01% 1720
2016
Q3 		$2K Hold
284
– – ﹤0.01% 1823
2016
Q2 		$2K Hold
284
– – ﹤0.01% 1710
2016
Q1 		$2K Buy
+284
New +$2.08K ﹤0.01% 1695

Other funds holding MTUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Geneos Wealth Management's MTUS Position: Q4 2017 in Review

Geneos Wealth Management sold out of Metallus (MTUS) in Q4 2017, closing a stake of 284 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in MTUS in Q1 2016 and held it in 7 quarters. The position peaked at $5K in Q1 2017. 170 funds tracked by Wall St. Rank hold MTUS as of Q4 2017.

  • Geneos Wealth Management reported no remaining Metallus position as of Q4 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 284 Metallus shares in Q4 2017, an estimated $4K.
  • Geneos Wealth Management first reported a position in Metallus in Q1 2016 and held it in 7 quarters.
  • Geneos Wealth Management's Metallus position peaked at $5K in Q1 2017.
  • 170 funds tracked by Wall St. Rank held Metallus as of Q4 2017.

Based on Geneos Wealth Management's 13F filing for Q4 2017, filed 7 Sep 2021.