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JOYN Advisors’s Mettler-Toledo International MTD Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-50
Closed -$28K – 911
2018
Q4 		$28K Buy
50
+7
+16% +$4.07K 0.01% 534
2018
Q3 		$26K Sell
43
-11
-20% -$6.47K ﹤0.01% 592
2018
Q2 		$31K Buy
54
+15
+38% +$8.56K 0.01% 541
2018
Q1 		$22K Buy
+39
New +$24.5K ﹤0.01% 651

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

JOYN Advisors's MTD Position: Q1 2019 in Review

JOYN Advisors sold out of Mettler-Toledo International (MTD) in Q1 2019, closing a stake of 50 shares — an estimated $28K sold.

JOYN Advisors first reported a position in MTD in Q1 2018 and held it in 4 quarters. The position peaked at $31K in Q2 2018. 555 funds tracked by Wall St. Rank hold MTD as of Q1 2019.

  • JOYN Advisors reported no remaining Mettler-Toledo International position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 50 Mettler-Toledo International shares in Q1 2019, an estimated $28K.
  • JOYN Advisors first reported a position in Mettler-Toledo International in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Mettler-Toledo International position peaked at $31K in Q2 2018.
  • 555 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.