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Sheets Smith Wealth Management’s Manitowoc MTW Stock Holding History

Sheets Smith 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
2014
Q3 		– Sell
-32,490
Closed -$967K – 270
2014
Q2 		$967K Buy
32,490
+894
+3% +$23.8K 0.26% 116
2014
Q1 		$900K Buy
31,596
+8,094
+34% +$207K 0.25% 113
2013
Q4 		$496K Buy
+23,502
New +$431K 0.14% 179

Other funds holding MTW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sheets Smith Wealth Management's MTW Position: Q3 2014 in Review

Sheets Smith Wealth Management sold out of Manitowoc (MTW) in Q3 2014, closing a stake of 32,490 shares — an estimated $967K sold.

Sheets Smith Wealth Management first reported a position in MTW in Q4 2013 and held it in 3 quarters. The position peaked at $967K in Q2 2014. 223 funds tracked by Wall St. Rank hold MTW as of Q3 2014.

  • Sheets Smith Wealth Management reported no remaining Manitowoc position as of Q3 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 32,490 Manitowoc shares in Q3 2014, an estimated $967K.
  • Sheets Smith Wealth Management first reported a position in Manitowoc in Q4 2013 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Manitowoc position peaked at $967K in Q2 2014.
  • 223 funds tracked by Wall St. Rank held Manitowoc as of Q3 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2014, filed 17 Nov 2014.