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Stifel Trust’s Mettler-Toledo International MTD Stock Holding History

Stifel Trust’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
2014
Q2 		– Sell
-125
Closed -$30K – 447
2014
Q1 		$30K Hold
125
– – 0.01% 317
2013
Q4 		$31K Hold
125
– – 0.01% 311
2013
Q3 		$31K Hold
125
– – 0.01% 310
2013
Q2 		$26K Buy
+125
New +$26.6K 0.01% 318

Other funds holding MTD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Stifel Trust's MTD Position: Q2 2014 in Review

Stifel Trust sold out of Mettler-Toledo International (MTD) in Q2 2014, closing a stake of 125 shares — an estimated $30K sold.

Stifel Trust first reported a position in MTD in Q2 2013 and held it in 4 quarters. The position peaked at $31K in Q4 2013. 332 funds tracked by Wall St. Rank hold MTD as of Q2 2014.

  • Stifel Trust reported no remaining Mettler-Toledo International position as of Q2 2014 after selling out during the quarter.
  • Stifel Trust sold 125 Mettler-Toledo International shares in Q2 2014, an estimated $30K.
  • Stifel Trust first reported a position in Mettler-Toledo International in Q2 2013 and held it in 4 quarters.
  • Stifel Trust's Mettler-Toledo International position peaked at $31K in Q4 2013.
  • 332 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2014.

Based on Stifel Trust's 13F filing for Q2 2014, filed 14 Aug 2014.