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Reilly Financial Advisors’s Mettler-Toledo International MTD Stock Holding History

Reilly Financial 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
2014
Q4 		– Sell
-50
Closed -$13K – 846
2014
Q3 		$13K Hold
50
– – ﹤0.01% 474
2014
Q2 		$13K Hold
50
– – ﹤0.01% 498
2014
Q1 		$12K Hold
50
– – ﹤0.01% 529
2013
Q4 		$12K Hold
50
– – ﹤0.01% 498
2013
Q3 		$12K Hold
50
– – ﹤0.01% 435
2013
Q2 		$10K Buy
+50
New +$10.6K ﹤0.01% 471

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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Reilly Financial Advisors's MTD Position: Q4 2014 in Review

Reilly Financial Advisors sold out of Mettler-Toledo International (MTD) in Q4 2014, closing a stake of 50 shares — an estimated $13K sold.

Reilly Financial Advisors first reported a position in MTD in Q2 2013 and held it in 6 quarters. The position peaked at $13K in Q3 2014. 328 funds tracked by Wall St. Rank hold MTD as of Q4 2014.

  • Reilly Financial Advisors reported no remaining Mettler-Toledo International position as of Q4 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 50 Mettler-Toledo International shares in Q4 2014, an estimated $13K.
  • Reilly Financial Advisors first reported a position in Mettler-Toledo International in Q2 2013 and held it in 6 quarters.
  • Reilly Financial Advisors's Mettler-Toledo International position peaked at $13K in Q3 2014.
  • 328 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2014.

Based on Reilly Financial Advisors's 13F filing for Q4 2014, filed 16 Jan 2015.