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Schwartz Investment Counsel’s Mettler-Toledo International MTD Stock Holding History

Schwartz Investment Counsel’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
Q1 		– Sell
-1,000
Closed -$243K – 190
2013
Q4 		$243K Sell
1,000
-15,000
-94% -$3.66M 0.02% 196
2013
Q3 		$3.84M Hold
16,000
– – 0.33% 92
2013
Q2 		$3.22M Buy
+16,000
New +$3.41M 0.32% 93

Other funds holding MTD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Schwartz Investment Counsel's MTD Position: Q1 2014 in Review

Schwartz Investment Counsel sold out of Mettler-Toledo International (MTD) in Q1 2014, closing a stake of 1,000 shares — an estimated $243K sold.

Schwartz Investment Counsel first reported a position in MTD in Q2 2013 and held it in 3 quarters. The position peaked at $3.84M in Q3 2013. 342 funds tracked by Wall St. Rank hold MTD as of Q1 2014.

  • Schwartz Investment Counsel reported no remaining Mettler-Toledo International position as of Q1 2014 after selling out during the quarter.
  • Schwartz Investment Counsel sold 1,000 Mettler-Toledo International shares in Q1 2014, an estimated $243K.
  • Schwartz Investment Counsel first reported a position in Mettler-Toledo International in Q2 2013 and held it in 3 quarters.
  • Schwartz Investment Counsel's Mettler-Toledo International position peaked at $3.84M in Q3 2013.
  • 342 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2014.

Based on Schwartz Investment Counsel's 13F filing for Q1 2014, filed 8 May 2014.