LWM
MTSC

Liberty Wealth Management’s MTS Systems Corp MTSC Stock Holding History

Liberty Wealth Management’s Portfolio MTSC Stock Details MTSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-168
Closed -$3K – 1113
2020
Q3 		$3K Hold
168
– – ﹤0.01% 735
2020
Q2 		$3K Hold
168
– – ﹤0.01% 721
2020
Q1 		$4K Sell
168
-8
-5% -$314 ﹤0.01% 651
2019
Q4 		$8K Buy
176
+1
+0.6% +$53 0.01% 605
2019
Q3 		$10K Sell
175
-4
-2% -$229 0.01% 527
2019
Q2 		$11K Buy
179
+1
+0.6% +$56 0.01% 516
2019
Q1 		$9K Hold
178
– – 0.01% 464
2018
Q4 		$7K Buy
+178
New +$8.58K 0.01% 503

Other funds holding MTSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Liberty Wealth Management's MTSC Position: Q4 2020 in Review

Liberty Wealth Management sold out of MTS Systems Corp (MTSC) in Q4 2020, closing a stake of 168 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in MTSC in Q4 2018 and held it in 8 quarters. The position peaked at $11K in Q2 2019. 164 funds tracked by Wall St. Rank hold MTSC as of Q4 2020.

  • Liberty Wealth Management reported no remaining MTS Systems Corp position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 168 MTS Systems Corp shares in Q4 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in MTS Systems Corp in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's MTS Systems Corp position peaked at $11K in Q2 2019.
  • 164 funds tracked by Wall St. Rank held MTS Systems Corp as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.