Shine Investment Advisory Services’s Mettler-Toledo International MTD Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$261K	Hold	270	–	–	0.09%	114
2020 Q2	$217K	Buy	270 +19	+8%	+$14.1K	0.08%	115
2020 Q1	$173K	Hold	251	–	–	0.08%	120
2019 Q4	$199K	Buy	251 +22	+10%	+$15.9K	0.08%	126
2019 Q3	$161K	Sell	229 -93	-29%	-$68.3K	0.08%	125
2019 Q2	$270K	Hold	322	–	–	0.12%	94
2019 Q1	$233K	Sell	322 -5	-2%	-$3.25K	0.11%	103
2018 Q4	$185K	Sell	327 -8	-2%	-$4.65K	0.09%	111
2018 Q3	$204K	Buy	335 +307	+1,096%	+$181K	0.11%	107
2018 Q2	$16K	Hold	28	–	–	0.01%	478
2018 Q1	$16K	Sell	28 -11	-28%	-$6.92K	0.01%	477
2017 Q4	$24K	Sell	39 -8	-17%	-$5.12K	0.01%	425
2017 Q3	$29K	Sell	47 -8	-15%	-$4.8K	0.02%	390
2017 Q2	$32K	Buy	+55	New	+$30.1K	0.02%	359

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Shine Investment Advisory Services's MTD Position: Q3 2020 in Review

Shine Investment Advisory Services held its Mettler-Toledo International (MTD) position steady in Q3 2020 at 270 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #114.

Shine Investment Advisory Services first reported a position in MTD in Q2 2017 and has held it in 14 quarters since. The position peaked at $270K in Q2 2019. 612 funds tracked by Wall St. Rank hold MTD as of Q3 2020.

Shine Investment Advisory Services held 270 shares of Mettler-Toledo International worth $261K as of Q3 2020.
Shine Investment Advisory Services left its Mettler-Toledo International share count unchanged in Q3 2020.
Mettler-Toledo International made up 0.09% of Shine Investment Advisory Services's portfolio in Q3 2020, its #114 holding.
Shine Investment Advisory Services first reported a position in Mettler-Toledo International in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Mettler-Toledo International position peaked at $270K in Q2 2019.
612 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.