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Lupo Securities’s Mettler-Toledo International MTD Stock Holding History

Lupo Securities’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
2015
Q1 		– Sell
-10
Closed -$2.75K – 599
2014
Q4 		$2.75K Buy
+10
New +$2.75K ﹤0.01% 450

Other funds holding MTD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lupo Securities's MTD Position: Q1 2015 in Review

Lupo Securities sold out of Mettler-Toledo International (MTD) in Q1 2015, closing a stake of 136 shares — an estimated $41.1K sold.

Lupo Securities first reported a position in MTD in Q4 2014 and held it in 1 quarter. The position peaked at $41.1K in Q4 2014. 335 funds tracked by Wall St. Rank hold MTD as of Q1 2015.

  • Lupo Securities reported no remaining Mettler-Toledo International position as of Q1 2015 after selling out during the quarter.
  • Lupo Securities sold 136 Mettler-Toledo International shares in Q1 2015, an estimated $41.1K.
  • Lupo Securities first reported a position in Mettler-Toledo International in Q4 2014 and held it in 1 quarter.
  • Lupo Securities's Mettler-Toledo International position peaked at $41.1K in Q4 2014.
  • 335 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.