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PRW Wealth Management’s Mettler-Toledo International MTD Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-3
Closed -$2K – 443
2019
Q1 		$2K Hold
3
– – ﹤0.01% 516
2018
Q4 		$2K Buy
+3
New +$1.74K ﹤0.01% 517

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

PRW Wealth Management's MTD Position: Q2 2019 in Review

PRW Wealth Management sold out of Mettler-Toledo International (MTD) in Q2 2019, closing a stake of 3 shares — an estimated $2K sold.

PRW Wealth Management first reported a position in MTD in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 578 funds tracked by Wall St. Rank hold MTD as of Q2 2019.

  • PRW Wealth Management reported no remaining Mettler-Toledo International position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 3 Mettler-Toledo International shares in Q2 2019, an estimated $2K.
  • PRW Wealth Management first reported a position in Mettler-Toledo International in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Mettler-Toledo International position peaked at $2K in Q1 2019.
  • 578 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.