IAA
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Independent Advisor Alliance’s Manitowoc MTW Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-31,925
Closed -$271K – 525
2020
Q1 		$271K Buy
+31,925
New +$417K 0.04% 299

Other funds holding MTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Independent Advisor Alliance's MTW Position: Q2 2020 in Review

Independent Advisor Alliance sold out of Manitowoc (MTW) in Q2 2020, closing a stake of 31,925 shares — an estimated $271K sold.

Independent Advisor Alliance first reported a position in MTW in Q1 2020 and held it in 1 quarter. The position peaked at $271K in Q1 2020. 152 funds tracked by Wall St. Rank hold MTW as of Q2 2020.

  • Independent Advisor Alliance reported no remaining Manitowoc position as of Q2 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 31,925 Manitowoc shares in Q2 2020, an estimated $271K.
  • Independent Advisor Alliance first reported a position in Manitowoc in Q1 2020 and held it in 1 quarter.
  • Independent Advisor Alliance's Manitowoc position peaked at $271K in Q1 2020.
  • 152 funds tracked by Wall St. Rank held Manitowoc as of Q2 2020.

Based on Independent Advisor Alliance's 13F filing for Q2 2020, filed 6 Aug 2020.