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Sterling Investment Advisors (Pennsylvania)’s Manitowoc MTW Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2018
Q2 		– Sell
-2,000
Closed -$57K – 396
2018
Q1 		$57K Buy
2,000
+1,000
+100% +$34.3K 0.04% 185
2017
Q4 		$39K Buy
+1,000
New +$38.7K 0.02% 209

Other funds holding MTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
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
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MTW Position: Q2 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Manitowoc (MTW) in Q2 2018, closing a stake of 2,000 shares — an estimated $57K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in MTW in Q4 2017 and held it in 2 quarters. The position peaked at $57K in Q1 2018. 163 funds tracked by Wall St. Rank hold MTW as of Q2 2018.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Manitowoc position as of Q2 2018 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,000 Manitowoc shares in Q2 2018, an estimated $57K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Manitowoc in Q4 2017 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Manitowoc position peaked at $57K in Q1 2018.
  • 163 funds tracked by Wall St. Rank held Manitowoc as of Q2 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2018, filed 26 Jul 2018.