Rockefeller Financial Services’s Mettler-Toledo International MTD Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$1.75M	Hold	2,819	–	–	0.03%	196
2017 Q3	$1.76M	Hold	2,819	–	–	0.03%	162
2017 Q2	$1.66M	Hold	2,819	–	–	0.03%	148
2017 Q1	$1.35M	Hold	2,819	–	–	0.03%	167
2016 Q4	$1.18M	Sell	2,819 -724	-20%	-$301K	0.02%	178
2016 Q3	$1.49M	Sell	3,543 -32	-0.9%	-$12.7K	0.03%	160
2016 Q2	$1.3M	Sell	3,575 -93	-3%	-$34K	0.03%	175
2016 Q1	$1.26M	Buy	3,668 +22	+0.6%	+$7.08K	0.02%	176
2015 Q4	$1.24M	Hold	3,646	–	–	0.02%	182
2015 Q3	$1.04M	Hold	3,646	–	–	0.02%	186
2015 Q2	$1.25M	Hold	3,646	–	–	0.03%	178
2015 Q1	$1.2M	Buy	+3,646	New	+$1.13M	0.03%	184
2014 Q4	–	Sell	-3,646	Closed	-$934K	–	503
2014 Q3	$934K	Hold	3,646	–	–	0.02%	212
2014 Q2	$923K	Buy	3,646 +1,365	+60%	+$328K	0.02%	227
2014 Q1	$538K	Sell	2,281 -99	-4%	-$24.2K	0.01%	250
2013 Q4	$577K	Hold	2,380	–	–	0.01%	256
2013 Q3	$571K	Hold	2,380	–	–	0.01%	253
2013 Q2	$479K	Buy	+2,380	New	+$507K	0.01%	254

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rockefeller Financial Services's MTD Position: Q4 2017 in Review

Rockefeller Financial Services held its Mettler-Toledo International (MTD) position steady in Q4 2017 at 2,819 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #196.

Rockefeller Financial Services first reported a position in MTD in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.76M in Q3 2017. 534 funds tracked by Wall St. Rank hold MTD as of Q4 2017.

Rockefeller Financial Services held 2,819 shares of Mettler-Toledo International worth $1.75M as of Q4 2017.
Rockefeller Financial Services left its Mettler-Toledo International share count unchanged in Q4 2017.
Mettler-Toledo International made up 0.03% of Rockefeller Financial Services's portfolio in Q4 2017, its #196 holding.
Rockefeller Financial Services first reported a position in Mettler-Toledo International in Q2 2013 and has held it in 18 quarters since.
Rockefeller Financial Services's Mettler-Toledo International position peaked at $1.76M in Q3 2017.
534 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.