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Geneva Advisors’s Manitowoc MTW Stock Holding History

Geneva Advisors’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
Q3 		– Sell
-11,136
Closed -$331K – 725
2014
Q2 		$331K Buy
11,136
+3,650
+49% +$97K 0.01% 497
2014
Q1 		$213K Buy
+7,486
New +$192K ﹤0.01% 551

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
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geneva Advisors's MTW Position: Q3 2014 in Review

Geneva Advisors sold out of Manitowoc (MTW) in Q3 2014, closing a stake of 11,136 shares — an estimated $331K sold.

Geneva Advisors first reported a position in MTW in Q1 2014 and held it in 2 quarters. The position peaked at $331K in Q2 2014. 223 funds tracked by Wall St. Rank hold MTW as of Q3 2014.

  • Geneva Advisors reported no remaining Manitowoc position as of Q3 2014 after selling out during the quarter.
  • Geneva Advisors sold 11,136 Manitowoc shares in Q3 2014, an estimated $331K.
  • Geneva Advisors first reported a position in Manitowoc in Q1 2014 and held it in 2 quarters.
  • Geneva Advisors's Manitowoc position peaked at $331K in Q2 2014.
  • 223 funds tracked by Wall St. Rank held Manitowoc as of Q3 2014.

Based on Geneva Advisors's 13F filing for Q3 2014, filed 3 Nov 2014.