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Sheets Smith Wealth Management’s Minerals Technologies MTX Stock Holding History

Sheets Smith Wealth Management’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-12,255
Closed -$851K – 250
2014
Q4 		$851K Buy
+12,255
New +$852K 0.22% 138

Other funds holding MTX

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sheets Smith Wealth Management's MTX Position: Q1 2015 in Review

Sheets Smith Wealth Management sold out of Minerals Technologies (MTX) in Q1 2015, closing a stake of 12,255 shares — an estimated $851K sold.

Sheets Smith Wealth Management first reported a position in MTX in Q4 2014 and held it in 1 quarter. The position peaked at $851K in Q4 2014. 228 funds tracked by Wall St. Rank hold MTX as of Q1 2015.

  • Sheets Smith Wealth Management reported no remaining Minerals Technologies position as of Q1 2015 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 12,255 Minerals Technologies shares in Q1 2015, an estimated $851K.
  • Sheets Smith Wealth Management first reported a position in Minerals Technologies in Q4 2014 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Minerals Technologies position peaked at $851K in Q4 2014.
  • 228 funds tracked by Wall St. Rank held Minerals Technologies as of Q1 2015.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2015, filed 5 May 2015.