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Invictus RG’s Mettler-Toledo International MTD Stock Holding History

Invictus RG’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
2017
Q3 		– Sell
-1,333
Closed -$785K – 638
2017
Q2 		$785K Buy
1,333
+304
+30% +$167K 0.57% 8
2017
Q1 		$493K Sell
1,029
-426
-29% -$195K 0.33% 68
2016
Q4 		$609K Buy
+1,455
New +$606K 0.41% 48
2016
Q1 		– Sell
-17
Closed -$6K – 663
2015
Q4 		$6K Buy
+17
New +$5.45K 0.01% 544

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invictus RG's MTD Position: Q3 2017 in Review

Invictus RG sold out of Mettler-Toledo International (MTD) in Q3 2017, closing a stake of 1,333 shares — an estimated $785K sold.

Invictus RG first reported a position in MTD in Q4 2015 and held it in 4 quarters. The position peaked at $785K in Q2 2017. 494 funds tracked by Wall St. Rank hold MTD as of Q3 2017.

  • Invictus RG reported no remaining Mettler-Toledo International position as of Q3 2017 after selling out during the quarter.
  • Invictus RG sold 1,333 Mettler-Toledo International shares in Q3 2017, an estimated $785K.
  • Invictus RG first reported a position in Mettler-Toledo International in Q4 2015 and held it in 4 quarters.
  • Invictus RG's Mettler-Toledo International position peaked at $785K in Q2 2017.
  • 494 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2017.

Based on Invictus RG's 13F filing for Q3 2017, filed 13 Nov 2017.