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Security National Trust’s Mettler-Toledo International MTD Stock Holding History

Security National Trust’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
2013
Q4 		– Sell
-11
Closed -$3K – 541
2013
Q3 		$3K Buy
+11
New +$2.48K ﹤0.01% 469

Other funds holding MTD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Security National Trust's MTD Position: Q4 2013 in Review

Security National Trust sold out of Mettler-Toledo International (MTD) in Q4 2013, closing a stake of 11 shares — an estimated $3K sold.

Security National Trust first reported a position in MTD in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 327 funds tracked by Wall St. Rank hold MTD as of Q4 2013.

  • Security National Trust reported no remaining Mettler-Toledo International position as of Q4 2013 after selling out during the quarter.
  • Security National Trust sold 11 Mettler-Toledo International shares in Q4 2013, an estimated $3K.
  • Security National Trust first reported a position in Mettler-Toledo International in Q3 2013 and held it in 1 quarter.
  • Security National Trust's Mettler-Toledo International position peaked at $3K in Q3 2013.
  • 327 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2013.

Based on Security National Trust's 13F filing for Q4 2013, filed 31 Jan 2014.