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Rational Advisors’s Manitowoc MTW Stock Holding History

Rational Advisors’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
-2,275
Closed -$82K – 340
2017
Q3 		$82K Buy
+2,275
New +$66.1K 0.04% 258
2016
Q4 		– Sell
-6,750
Closed -$129K – 273
2016
Q3 		$129K Hold
6,750
– – 0.08% 205
2016
Q2 		$147K Buy
+6,750
New +$147K 0.1% 131

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

Rational Advisors's MTW Position: Q4 2017 in Review

Rational Advisors sold out of Manitowoc (MTW) in Q4 2017, closing a stake of 2,275 shares — an estimated $82K sold.

Rational Advisors first reported a position in MTW in Q2 2016 and held it in 3 quarters. The position peaked at $147K in Q2 2016. 199 funds tracked by Wall St. Rank hold MTW as of Q4 2017.

  • Rational Advisors reported no remaining Manitowoc position as of Q4 2017 after selling out during the quarter.
  • Rational Advisors sold 2,275 Manitowoc shares in Q4 2017, an estimated $82K.
  • Rational Advisors first reported a position in Manitowoc in Q2 2016 and held it in 3 quarters.
  • Rational Advisors's Manitowoc position peaked at $147K in Q2 2016.
  • 199 funds tracked by Wall St. Rank held Manitowoc as of Q4 2017.

Based on Rational Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.