JIC
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Joel Isaacson & Co’s Manitowoc MTW Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-197
Closed -$5K – 394
2016
Q4 		$5K Hold
197
– – ﹤0.01% 564
2016
Q3 		$4K Hold
197
– – ﹤0.01% 638
2016
Q2 		$4K Hold
197
– – ﹤0.01% 638
2016
Q1 		$3K Sell
197
-671
-77% -$9.74K ﹤0.01% 701
2015
Q4 		$12K Hold
868
– – ﹤0.01% 527
2015
Q3 		$12K Hold
868
– – ﹤0.01% 550
2015
Q2 		$15K Hold
868
– – ﹤0.01% 540
2015
Q1 		$17K Hold
868
– – ﹤0.01% 514
2014
Q4 		$17K Hold
868
– – ﹤0.01% 452
2014
Q3 		$18K Hold
868
– – 0.01% 429
2014
Q2 		$26K Hold
868
– – 0.01% 374
2014
Q1 		$25K Hold
868
– – 0.01% 379
2013
Q4 		$18K Hold
868
– – 0.01% 387
2013
Q3 		$15K Hold
868
– – 0.01% 382
2013
Q2 		$14K Buy
+868
New +$14.8K 0.01% 359

Other funds holding MTW

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Joel Isaacson & Co's MTW Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Manitowoc (MTW) in Q1 2017, closing a stake of 197 shares — an estimated $5K sold.

Joel Isaacson & Co first reported a position in MTW in Q2 2013 and held it in 15 quarters. The position peaked at $26K in Q2 2014. 186 funds tracked by Wall St. Rank hold MTW as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Manitowoc position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 197 Manitowoc shares in Q1 2017, an estimated $5K.
  • Joel Isaacson & Co first reported a position in Manitowoc in Q2 2013 and held it in 15 quarters.
  • Joel Isaacson & Co's Manitowoc position peaked at $26K in Q2 2014.
  • 186 funds tracked by Wall St. Rank held Manitowoc as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.