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Polaris Wealth Advisory Group’s Mettler-Toledo International MTD Stock Holding History

Polaris Wealth Advisory Group’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
Q3 		– Sell
-1,735
Closed -$592K – 84
2015
Q2 		$592K Buy
1,735
+30
+2% +$9.88K 0.12% 50
2015
Q1 		$560K Buy
+1,705
New +$528K 0.1% 60

Other funds holding MTD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Polaris Wealth Advisory Group's MTD Position: Q3 2015 in Review

Polaris Wealth Advisory Group sold out of Mettler-Toledo International (MTD) in Q3 2015, closing a stake of 1,735 shares — an estimated $592K sold.

Polaris Wealth Advisory Group first reported a position in MTD in Q1 2015 and held it in 2 quarters. The position peaked at $592K in Q2 2015. 368 funds tracked by Wall St. Rank hold MTD as of Q3 2015.

  • Polaris Wealth Advisory Group reported no remaining Mettler-Toledo International position as of Q3 2015 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,735 Mettler-Toledo International shares in Q3 2015, an estimated $592K.
  • Polaris Wealth Advisory Group first reported a position in Mettler-Toledo International in Q1 2015 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Mettler-Toledo International position peaked at $592K in Q2 2015.
  • 368 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2015.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2015, filed 10 Nov 2015.