LGWM
MTD icon

Litman Gregory Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Litman Gregory Wealth Management’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
2018
Q2 		– Sell
-100
Closed -$58K – 144
2018
Q1 		$58K Buy
+100
New +$62.9K 0.02% 91

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Litman Gregory Wealth Management's MTD Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of Mettler-Toledo International (MTD) in Q2 2018, closing a stake of 100 shares — an estimated $58K sold.

Litman Gregory Wealth Management first reported a position in MTD in Q1 2018 and held it in 1 quarter. The position peaked at $58K in Q1 2018. 490 funds tracked by Wall St. Rank hold MTD as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining Mettler-Toledo International position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 100 Mettler-Toledo International shares in Q2 2018, an estimated $58K.
  • Litman Gregory Wealth Management first reported a position in Mettler-Toledo International in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Mettler-Toledo International position peaked at $58K in Q1 2018.
  • 490 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.