Golden State Wealth Management’s Manitowoc MTW Stock Holding History

Golden State Wealth Management’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
2020 Q4	–	Sell	-2,300	Closed	-$19K	–	351
2020 Q3	$19K	Buy	+2,300	New	+$22.9K	0.01%	382
2020 Q2	–	Sell	-2,300	Closed	-$20K	–	639
2020 Q1	$20K	Buy	+2,300	New	+$30K	0.01%	498
2019 Q4	–	Sell	-2,300	Closed	-$29K	–	612
2019 Q3	$29K	Buy	+2,300	New	+$34.7K	0.01%	551

Other funds holding MTW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Golden State Wealth Management's MTW Position: Q4 2020 in Review

Golden State Wealth Management sold out of Manitowoc (MTW) in Q4 2020, closing a stake of 2,300 shares — an estimated $19K sold.

Golden State Wealth Management first reported a position in MTW in Q3 2019 and held it in 3 quarters. The position peaked at $29K in Q3 2019. 150 funds tracked by Wall St. Rank hold MTW as of Q4 2020.

Golden State Wealth Management reported no remaining Manitowoc position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 2,300 Manitowoc shares in Q4 2020, an estimated $19K.
Golden State Wealth Management first reported a position in Manitowoc in Q3 2019 and held it in 3 quarters.
Golden State Wealth Management's Manitowoc position peaked at $29K in Q3 2019.
150 funds tracked by Wall St. Rank held Manitowoc as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.