GSWM
MTOR

Golden State Wealth Management’s MERITOR, Inc. MTOR Stock Holding History

Golden State Wealth Management’s Portfolio MTOR Stock Details MTOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-967
Closed -$13K – 1016
2020
Q1 		$13K Buy
+967
New +$20.8K 0.01% 580
2019
Q4 		– Sell
-967
Closed -$18K – 1045
2019
Q3 		$18K Hold
967
– – 0.01% 640
2019
Q2 		$23K Hold
967
– – 0.01% 596
2019
Q1 		$20K Buy
+967
New +$19.7K 0.01% 633

Other funds holding MTOR

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Vanguard Group
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GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Golden State Wealth Management's MTOR Position: Q2 2020 in Review

Golden State Wealth Management sold out of MERITOR, Inc. (MTOR) in Q2 2020, closing a stake of 967 shares — an estimated $13K sold.

Golden State Wealth Management first reported a position in MTOR in Q1 2019 and held it in 4 quarters. The position peaked at $23K in Q2 2019. 204 funds tracked by Wall St. Rank hold MTOR as of Q2 2020.

  • Golden State Wealth Management reported no remaining MERITOR, Inc. position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 967 MERITOR, Inc. shares in Q2 2020, an estimated $13K.
  • Golden State Wealth Management first reported a position in MERITOR, Inc. in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's MERITOR, Inc. position peaked at $23K in Q2 2019.
  • 204 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.