SWM
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Selective Wealth Management’s Manitowoc MTW Stock Holding History

Selective Wealth Management’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
2021
Q1 		– Sell
-29
Closed – – 415
2020
Q4 		$0 Hold
29
– – ﹤0.01% 377
2020
Q3 		$0 Hold
29
– – ﹤0.01% 382
2020
Q2 		$0 Hold
29
– – ﹤0.01% 426
2020
Q1 		$0 Hold
29
– – ﹤0.01% 343
2019
Q4 		$1K Hold
29
– – ﹤0.01% 313
2019
Q3 		$0 Buy
+29
New +$438 ﹤0.01% 341
2018
Q3 		$1K Buy
+29
New +$709 0.01% 156

Other funds holding MTW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Selective Wealth Management's MTW Position: Q1 2021 in Review

Selective Wealth Management sold out of Manitowoc (MTW) in Q1 2021, closing a stake of 29 shares.

Selective Wealth Management first reported a position in MTW in Q3 2018 and held it in 7 quarters. The position peaked at $1K in Q4 2019. 144 funds tracked by Wall St. Rank hold MTW as of Q1 2021.

  • Selective Wealth Management reported no remaining Manitowoc position as of Q1 2021 after selling out during the quarter.
  • Selective Wealth Management sold 29 Manitowoc shares in Q1 2021.
  • Selective Wealth Management first reported a position in Manitowoc in Q3 2018 and held it in 7 quarters.
  • Selective Wealth Management's Manitowoc position peaked at $1K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held Manitowoc as of Q1 2021.

Based on Selective Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.