JFS Wealth Advisors’s Manitowoc MTW Stock Holding History

JFS Wealth Advisors’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	-113	Closed	-$1K	–	562
2020 Q1	$1K	Buy	+113	New	+$1.47K	﹤0.01%	477
2017 Q4	–	Sell	-15	Closed	-$1K	–	550
2017 Q3	$1K	Hold	15	–	–	﹤0.01%	429
2017 Q2	$0	Hold	15	–	–	﹤0.01%	436
2017 Q1	$0	Hold	15	–	–	﹤0.01%	443
2016 Q4	$0	Hold	15	–	–	﹤0.01%	474
2016 Q3	$0	Hold	15	–	–	﹤0.01%	505
2016 Q2	$0	Hold	15	–	–	﹤0.01%	582
2016 Q1	$0	Sell	15 -49	-77%	-$711	﹤0.01%	650
2015 Q4	$1K	Hold	64	–	–	﹤0.01%	521
2015 Q3	$1K	Hold	64	–	–	﹤0.01%	457
2015 Q2	$1K	Hold	64	–	–	﹤0.01%	487
2015 Q1	$1K	Hold	64	–	–	﹤0.01%	487
2014 Q4	$1K	Hold	64	–	–	﹤0.01%	503
2014 Q3	$1K	Hold	64	–	–	﹤0.01%	460
2014 Q2	$2K	Buy	+64	New	+$1.7K	﹤0.01%	434

Other funds holding MTW

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

JFS Wealth Advisors's MTW Position: Q2 2020 in Review

JFS Wealth Advisors sold out of Manitowoc (MTW) in Q2 2020, closing a stake of 113 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in MTW in Q2 2014 and held it in 15 quarters. The position peaked at $2K in Q2 2014. 152 funds tracked by Wall St. Rank hold MTW as of Q2 2020.

JFS Wealth Advisors reported no remaining Manitowoc position as of Q2 2020 after selling out during the quarter.
JFS Wealth Advisors sold 113 Manitowoc shares in Q2 2020, an estimated $1K.
JFS Wealth Advisors first reported a position in Manitowoc in Q2 2014 and held it in 15 quarters.
JFS Wealth Advisors's Manitowoc position peaked at $2K in Q2 2014.
152 funds tracked by Wall St. Rank held Manitowoc as of Q2 2020.

Based on JFS Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.