MFW
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Mosaic Family Wealth’s Manitowoc MTW Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-20
Closed -$1K – 834
2017
Q3 		$1K Buy
+20
New +$581 ﹤0.01% 881

Other funds holding MTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mosaic Family Wealth's MTW Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Manitowoc (MTW) in Q4 2017, closing a stake of 20 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in MTW in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 199 funds tracked by Wall St. Rank hold MTW as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Manitowoc position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 20 Manitowoc shares in Q4 2017, an estimated $1K.
  • Mosaic Family Wealth first reported a position in Manitowoc in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Manitowoc position peaked at $1K in Q3 2017.
  • 199 funds tracked by Wall St. Rank held Manitowoc as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.