SWP
MTD icon

Strategic Wealth Partners’s Mettler-Toledo International MTD Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-10
Closed -$6 – 362
2019
Q3 		$6 Hold
10
– – ﹤0.01% 625
2019
Q2 		$8K Hold
10
– – ﹤0.01% 585
2019
Q1 		$7K Buy
+10
New +$6.5K ﹤0.01% 596

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Strategic Wealth Partners's MTD Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Mettler-Toledo International (MTD) in Q4 2019, closing a stake of 10 shares — an estimated $6 sold.

Strategic Wealth Partners first reported a position in MTD in Q1 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 585 funds tracked by Wall St. Rank hold MTD as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Mettler-Toledo International position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 10 Mettler-Toledo International shares in Q4 2019, an estimated $6.
  • Strategic Wealth Partners first reported a position in Mettler-Toledo International in Q1 2019 and held it in 3 quarters.
  • Strategic Wealth Partners's Mettler-Toledo International position peaked at $8K in Q2 2019.
  • 585 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.