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Gupta Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Gupta Wealth 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
2016
Q1 		$14K Sell
42
-7
-14% -$2.25K ﹤0.01% 779
2015
Q4 		$17K Buy
+49
New +$15.7K ﹤0.01% 707
2015
Q3 		– Sell
-100
Closed -$34K – 1311
2015
Q2 		$34K Buy
+100
New +$32.9K 0.01% 566

Other funds holding MTD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Gupta Wealth Management's MTD Position: Q1 2016 in Review

Gupta Wealth Management reduced its Mettler-Toledo International (MTD) stake by 14% in Q1 2016, selling an estimated $2.25K and leaving 42 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Gupta Wealth Management first reported a position in MTD in Q2 2015 and has held it in 3 quarters since. The position peaked at $34K in Q2 2015. 393 funds tracked by Wall St. Rank hold MTD as of Q1 2016.

  • Gupta Wealth Management held 42 shares of Mettler-Toledo International worth $14K as of Q1 2016.
  • Gupta Wealth Management sold 7 Mettler-Toledo International shares in Q1 2016, an estimated $2.25K.
  • Mettler-Toledo International made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #779 holding.
  • Gupta Wealth Management first reported a position in Mettler-Toledo International in Q2 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's Mettler-Toledo International position peaked at $34K in Q2 2015.
  • 393 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.