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Heritage Trust’s Mettler-Toledo International MTD Stock Holding History

Heritage Trust’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
2019
Q1 		– Sell
-10
Closed -$6K – 323
2018
Q4 		$6K Hold
10
– – ﹤0.01% 344
2018
Q3 		$6K Hold
10
– – ﹤0.01% 358
2018
Q2 		$6K Buy
+10
New +$5.71K ﹤0.01% 338

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Heritage Trust's MTD Position: Q1 2019 in Review

Heritage Trust sold out of Mettler-Toledo International (MTD) in Q1 2019, closing a stake of 10 shares — an estimated $6K sold.

Heritage Trust first reported a position in MTD in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q4 2018. 555 funds tracked by Wall St. Rank hold MTD as of Q1 2019.

  • Heritage Trust reported no remaining Mettler-Toledo International position as of Q1 2019 after selling out during the quarter.
  • Heritage Trust sold 10 Mettler-Toledo International shares in Q1 2019, an estimated $6K.
  • Heritage Trust first reported a position in Mettler-Toledo International in Q2 2018 and held it in 3 quarters.
  • Heritage Trust's Mettler-Toledo International position peaked at $6K in Q4 2018.
  • 555 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.