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Realta Investment Advisors’s Mettler-Toledo International MTD Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-142
Closed -$102K – 981
2019
Q4 		$102K Sell
142
-35
-20% -$25.3K 0.03% 494
2019
Q3 		$125K Sell
177
-40
-18% -$29.4K 0.03% 440
2019
Q2 		$183K Sell
217
-13
-6% -$9.8K 0.05% 351
2019
Q1 		$165K Buy
+230
New +$150K 0.08% 313

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Realta Investment Advisors's MTD Position: Q1 2020 in Review

Realta Investment Advisors sold out of Mettler-Toledo International (MTD) in Q1 2020, closing a stake of 142 shares — an estimated $102K sold.

Realta Investment Advisors first reported a position in MTD in Q1 2019 and held it in 4 quarters. The position peaked at $183K in Q2 2019. 573 funds tracked by Wall St. Rank hold MTD as of Q1 2020.

  • Realta Investment Advisors reported no remaining Mettler-Toledo International position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 142 Mettler-Toledo International shares in Q1 2020, an estimated $102K.
  • Realta Investment Advisors first reported a position in Mettler-Toledo International in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Mettler-Toledo International position peaked at $183K in Q2 2019.
  • 573 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.