OFW
MTOR

Omnia Family Wealth’s MERITOR, Inc. MTOR Stock Holding History

Omnia Family Wealth’s Portfolio MTOR Stock Details MTOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-135
Closed -$3K – 563
2019
Q1 		$3K Hold
135
– – ﹤0.01% 428
2018
Q4 		$2K Hold
135
– – ﹤0.01% 465
2018
Q3 		$3K Hold
135
– – ﹤0.01% 403
2018
Q2 		$3K Hold
135
– – ﹤0.01% 382
2018
Q1 		$3K Hold
135
– – ﹤0.01% 395
2017
Q4 		$3K Sell
135
-319
-70% -$8.01K ﹤0.01% 396
2017
Q3 		$12K Hold
454
– – 0.01% 259
2017
Q2 		$8K Hold
454
– – ﹤0.01% 329
2017
Q1 		$8K Hold
454
– – ﹤0.01% 322
2016
Q4 		$6K Buy
+454
New +$5.34K ﹤0.01% 358

Other funds holding MTOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Omnia Family Wealth's MTOR Position: Q2 2019 in Review

Omnia Family Wealth sold out of MERITOR, Inc. (MTOR) in Q2 2019, closing a stake of 135 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in MTOR in Q4 2016 and held it in 10 quarters. The position peaked at $12K in Q3 2017. 229 funds tracked by Wall St. Rank hold MTOR as of Q2 2019.

  • Omnia Family Wealth reported no remaining MERITOR, Inc. position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 135 MERITOR, Inc. shares in Q2 2019, an estimated $3K.
  • Omnia Family Wealth first reported a position in MERITOR, Inc. in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's MERITOR, Inc. position peaked at $12K in Q3 2017.
  • 229 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.