IR
MTOR

Invictus RG’s MERITOR, Inc. MTOR Stock Holding History

Invictus RG’s Portfolio MTOR Stock Details MTOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-18,340
Closed -$477K – 545
2017
Q3 		$477K Buy
18,340
+7,025
+62% +$139K 0.43% 63
2017
Q2 		$188K Buy
11,315
+10,393
+1,127% +$171K 0.14% 276
2017
Q1 		$16K Sell
922
-15,016
-94% -$232K 0.01% 618
2016
Q4 		$198K Buy
+15,938
New +$187K 0.13% 309

Other funds holding MTOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invictus RG's MTOR Position: Q4 2017 in Review

Invictus RG sold out of MERITOR, Inc. (MTOR) in Q4 2017, closing a stake of 18,340 shares — an estimated $477K sold.

Invictus RG first reported a position in MTOR in Q4 2016 and held it in 4 quarters. The position peaked at $477K in Q3 2017. 237 funds tracked by Wall St. Rank hold MTOR as of Q4 2017.

  • Invictus RG reported no remaining MERITOR, Inc. position as of Q4 2017 after selling out during the quarter.
  • Invictus RG sold 18,340 MERITOR, Inc. shares in Q4 2017, an estimated $477K.
  • Invictus RG first reported a position in MERITOR, Inc. in Q4 2016 and held it in 4 quarters.
  • Invictus RG's MERITOR, Inc. position peaked at $477K in Q3 2017.
  • 237 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.