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Reilly Financial Advisors’s Manitowoc MTW Stock Holding History

Reilly Financial 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
2015
Q2 		– Sell
-662
Closed -$13K – 1399
2015
Q1 		$13K Hold
662
– – ﹤0.01% 778
2014
Q4 		$13K Hold
662
– – ﹤0.01% 465
2014
Q3 		$14K Hold
662
– – ﹤0.01% 458
2014
Q2 		$20K Hold
662
– – ﹤0.01% 413
2014
Q1 		$19K Hold
662
– – ﹤0.01% 446
2013
Q4 		$14K Hold
662
– – ﹤0.01% 466
2013
Q3 		$12K Hold
662
– – ﹤0.01% 436
2013
Q2 		$11K Buy
+662
New +$11.3K ﹤0.01% 455

Other funds holding MTW

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Reilly Financial Advisors's MTW Position: Q2 2015 in Review

Reilly Financial Advisors sold out of Manitowoc (MTW) in Q2 2015, closing a stake of 662 shares — an estimated $13K sold.

Reilly Financial Advisors first reported a position in MTW in Q2 2013 and held it in 8 quarters. The position peaked at $20K in Q2 2014. 218 funds tracked by Wall St. Rank hold MTW as of Q2 2015.

  • Reilly Financial Advisors reported no remaining Manitowoc position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 662 Manitowoc shares in Q2 2015, an estimated $13K.
  • Reilly Financial Advisors first reported a position in Manitowoc in Q2 2013 and held it in 8 quarters.
  • Reilly Financial Advisors's Manitowoc position peaked at $20K in Q2 2014.
  • 218 funds tracked by Wall St. Rank held Manitowoc as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.