SVA Wealth Management’s Manitowoc MTW Stock Holding History

SVA Wealth Management’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	-10,190	Closed	-$92K	–	226
2018 Q1	$92K	Buy	+10,190	New	+$350K	0.01%	204
2017 Q4	–	Sell	-2,548	Closed	-$92K	–	208
2017 Q3	$92K	Hold	2,548	–	–	0.01%	204
2017 Q2	$61K	Hold	2,548	–	–	0.01%	198
2017 Q1	$58K	Buy	+2,548	New	+$62.9K	0.01%	194

Other funds holding MTW

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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

SVA Wealth Management's MTW Position: Q2 2018 in Review

SVA Wealth Management sold out of Manitowoc (MTW) in Q2 2018, closing a stake of 10,190 shares — an estimated $92K sold.

SVA Wealth Management first reported a position in MTW in Q1 2017 and held it in 4 quarters. The position peaked at $92K in Q1 2018. 163 funds tracked by Wall St. Rank hold MTW as of Q2 2018.

SVA Wealth Management reported no remaining Manitowoc position as of Q2 2018 after selling out during the quarter.
SVA Wealth Management sold 10,190 Manitowoc shares in Q2 2018, an estimated $92K.
SVA Wealth Management first reported a position in Manitowoc in Q1 2017 and held it in 4 quarters.
SVA Wealth Management's Manitowoc position peaked at $92K in Q1 2018.
163 funds tracked by Wall St. Rank held Manitowoc as of Q2 2018.

Based on SVA Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.