Isthmus Partners’s Mettler-Toledo International MTD Stock Holding History

Isthmus Partners’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	-300	Closed	-$177K	–	316
2017 Q2	$177K	Hold	300	–	–	0.05%	134
2017 Q1	$144K	Hold	300	–	–	0.04%	142
2016 Q4	$126K	Hold	300	–	–	0.04%	150
2016 Q3	$123K	Hold	300	–	–	0.04%	143
2016 Q2	$109K	Hold	300	–	–	0.04%	141
2016 Q1	$103K	Hold	300	–	–	0.03%	142
2015 Q4	$102K	Hold	300	–	–	0.04%	149
2015 Q3	$85K	Hold	300	–	–	0.03%	157
2015 Q2	$102K	Hold	300	–	–	0.03%	152
2015 Q1	$99K	Hold	300	–	–	0.03%	148
2014 Q4	$91K	Buy	+300	New	+$82.5K	0.03%	153

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return