SI
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SII Investments’s Manitowoc MTW Stock Holding History

SII Investments’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
2017
Q4 		– Sell
-3,350
Closed -$122K – 529
2017
Q3 		$122K Sell
3,350
-574
-15% -$16.7K 0.01% 573
2017
Q2 		$94K Sell
3,924
-159
-4% -$3.72K 0.01% 574
2017
Q1 		$92K Sell
4,083
-160
-4% -$3.95K 0.01% 594
2016
Q4 		$102K Sell
4,243
-10,639
-71% -$219K 0.01% 577
2016
Q3 		$285K Buy
14,882
+9,381
+171% +$189K 0.02% 436
2016
Q2 		$120K Buy
5,501
+31
+0.6% +$674 0.01% 556
2016
Q1 		$95K Buy
+5,470
New +$79.4K 0.01% 551
2015
Q4 		– Sell
-20,820
Closed -$284K – 515
2015
Q3 		$284K Buy
20,820
+4,795
+30% +$74.1K 0.03% 416
2015
Q2 		$285K Sell
16,025
-104
-0.6% -$1.9K 0.03% 406
2015
Q1 		$314K Hold
16,129
– – 0.04% 387
2014
Q4 		$322K Sell
16,129
-600
-4% -$10.9K 0.04% 354
2014
Q3 		$355K Buy
16,729
+431
+3% +$11.2K 0.05% 328
2014
Q2 		$486K Sell
16,298
-55
-0.3% -$1.46K 0.07% 263
2014
Q1 		$444K Sell
16,353
-1,718
-10% -$44K 0.08% 245
2013
Q4 		$382K Buy
+18,071
New +$331K 0.07% 283
2013
Q3 		– Sell
-15,659
Closed -$254K – 356
2013
Q2 		$254K Buy
+15,659
New +$268K 0.05% 308

Other funds holding MTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SII Investments's MTW Position: Q4 2017 in Review

SII Investments sold out of Manitowoc (MTW) in Q4 2017, closing a stake of 3,350 shares — an estimated $122K sold.

SII Investments first reported a position in MTW in Q2 2013 and held it in 16 quarters. The position peaked at $486K in Q2 2014. 199 funds tracked by Wall St. Rank hold MTW as of Q4 2017.

  • SII Investments reported no remaining Manitowoc position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 3,350 Manitowoc shares in Q4 2017, an estimated $122K.
  • SII Investments first reported a position in Manitowoc in Q2 2013 and held it in 16 quarters.
  • SII Investments's Manitowoc position peaked at $486K in Q2 2014.
  • 199 funds tracked by Wall St. Rank held Manitowoc as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.