Next Financial Group’s Manitowoc MTW Stock Holding History

Next Financial Group’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
2021 Q2	–	Sell	-1,700	Closed	-$35K	–	2672
2021 Q1	$35K	Buy	+1,700	New	+$28.1K	﹤0.01%	1423
2017 Q4	–	Sell	-25	Closed	-$1K	–	975
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	1697
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	1841
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	1806
2016 Q4	$1K	Hold	25	–	–	﹤0.01%	2294
2016 Q3	$0	Hold	25	–	–	﹤0.01%	2403
2016 Q2	$0	Hold	25	–	–	﹤0.01%	1807
2016 Q1	$0	Sell	25 -85	-77%	-$1.23K	﹤0.01%	1804
2015 Q4	$1K	Hold	110	–	–	﹤0.01%	1698
2015 Q3	$1K	Hold	110	–	–	﹤0.01%	1730
2015 Q2	$1K	Hold	110	–	–	﹤0.01%	1774
2015 Q1	$2K	Sell	110 -1,325	-92%	-$24.8K	﹤0.01%	1695
2014 Q4	$29K	Sell	1,435 -2,429	-63%	-$44.1K	0.01%	848
2014 Q3	$82K	Buy	+3,864	New	+$101K	0.02%	727

Other funds holding MTW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Next Financial Group's MTW Position: Q2 2021 in Review

Next Financial Group sold out of Manitowoc (MTW) in Q2 2021, closing a stake of 1,700 shares — an estimated $35K sold.

Next Financial Group first reported a position in MTW in Q3 2014 and held it in 14 quarters. The position peaked at $82K in Q3 2014. 142 funds tracked by Wall St. Rank hold MTW as of Q2 2021.

Next Financial Group reported no remaining Manitowoc position as of Q2 2021 after selling out during the quarter.
Next Financial Group sold 1,700 Manitowoc shares in Q2 2021, an estimated $35K.
Next Financial Group first reported a position in Manitowoc in Q3 2014 and held it in 14 quarters.
Next Financial Group's Manitowoc position peaked at $82K in Q3 2014.
142 funds tracked by Wall St. Rank held Manitowoc as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.