Genovese Burford & Brothers Wealth & Retirement Plan Management’s Mettler-Toledo International MTD Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2017 Q4	–	Sell	-200	Closed	-$125K	–	376
2017 Q3	$125K	Hold	200	–	–	0.05%	84
2017 Q2	$117K	Hold	200	–	–	0.05%	89
2017 Q1	$96K	Hold	200	–	–	0.04%	104
2016 Q4	$84K	Hold	200	–	–	0.02%	126
2016 Q3	$83K	Hold	200	–	–	0.03%	116
2016 Q2	$72K	Hold	200	–	–	0.03%	117
2016 Q1	$68K	Hold	200	–	–	0.03%	106
2015 Q4	$68K	Buy	+200	New	+$64.2K	0.03%	106

Other funds holding MTD

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

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's MTD Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Mettler-Toledo International (MTD) in Q4 2017, closing a stake of 200 shares — an estimated $125K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in MTD in Q4 2015 and held it in 8 quarters. The position peaked at $125K in Q3 2017. 534 funds tracked by Wall St. Rank hold MTD as of Q4 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Mettler-Toledo International position as of Q4 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 200 Mettler-Toledo International shares in Q4 2017, an estimated $125K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Mettler-Toledo International in Q4 2015 and held it in 8 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Mettler-Toledo International position peaked at $125K in Q3 2017.
534 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.