IPC
MTSC

Independent Portfolio Consultants’s MTS Systems Corp MTSC Stock Holding History

Independent Portfolio Consultants’s Portfolio MTSC Stock Details MTSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$834K Buy
16,092
+573
+4% +$29.2K 0.35% 80
2017
Q1 		$854K Buy
15,519
+890
+6% +$49.9K 0.29% 109
2016
Q4 		$829K Buy
14,629
+200
+1% +$10.2K 0.27% 121
2016
Q3 		$664K Buy
14,429
+3,225
+29% +$152K 0.21% 172
2016
Q2 		$491K Buy
11,204
+3,830
+52% +$193K 0.15% 221
2016
Q1 		$449K Buy
7,374
+805
+12% +$44.3K 0.13% 228
2015
Q4 		$417K Sell
6,569
-3,436
-34% -$217K 0.12% 229
2015
Q3 		$601K Buy
10,005
+990
+11% +$61.2K 0.13% 219
2015
Q2 		$622K Buy
9,015
+515
+6% +$36.3K 0.12% 220
2015
Q1 		$643K Sell
8,500
-395
-4% -$28.7K 0.13% 206
2014
Q4 		$667K Buy
8,895
+4,825
+119% +$330K 0.13% 211
2014
Q3 		$278K Buy
4,070
+135
+3% +$9.22K 0.07% 412
2014
Q2 		$267K Buy
3,935
+785
+25% +$52.4K 0.07% 397
2014
Q1 		$215K Sell
3,150
-260
-8% -$18.5K 0.07% 429
2013
Q4 		$242K Buy
3,410
+275
+9% +$18.2K 0.08% 408
2013
Q3 		$202K Buy
+3,135
New +$193K 0.08% 421

Other funds holding MTSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Independent Portfolio Consultants's MTSC Position: Q2 2017 in Review

Independent Portfolio Consultants increased its MTS Systems Corp (MTSC) stake by 3.7% in Q2 2017, buying an estimated $29.2K and bringing the position to 16,092 shares worth $834K. The position accounts for 0.35% of the portfolio, ranked #80.

Independent Portfolio Consultants first reported a position in MTSC in Q3 2013 and has held it in 16 quarters since. The position peaked at $854K in Q1 2017. 165 funds tracked by Wall St. Rank hold MTSC as of Q2 2017.

  • Independent Portfolio Consultants held 16,092 shares of MTS Systems Corp worth $834K as of Q2 2017.
  • Independent Portfolio Consultants bought 573 MTS Systems Corp shares in Q2 2017, an estimated $29.2K.
  • MTS Systems Corp made up 0.35% of Independent Portfolio Consultants's portfolio in Q2 2017, its #80 holding.
  • Independent Portfolio Consultants first reported a position in MTS Systems Corp in Q3 2013 and has held it in 16 quarters since.
  • Independent Portfolio Consultants's MTS Systems Corp position peaked at $854K in Q1 2017.
  • 165 funds tracked by Wall St. Rank held MTS Systems Corp as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.