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Truvvo Partners’s Mettler-Toledo International MTD Stock Holding History

Truvvo 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
2018
Q1 		– Sell
-452
Closed -$280K – 109
2017
Q4 		$280K Sell
452
-446
-50% -$285K 0.09% 118
2017
Q3 		$562K Sell
898
-252
-22% -$151K 0.19% 94
2017
Q2 		$671K Sell
1,150
-170
-13% -$93.1K 0.24% 83
2017
Q1 		$632K Sell
1,320
-496
-27% -$227K 0.28% 74
2016
Q4 		$760K Sell
1,816
-173
-9% -$72K 0.27% 66
2016
Q3 		$835K Hold
1,989
– – 0.38% 57
2016
Q2 		$726K Hold
1,989
– – 0.37% 63
2016
Q1 		$686K Hold
1,989
– – 0.31% 65
2015
Q4 		$675K Buy
+1,989
New +$638K 0.35% 62

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Truvvo Partners's MTD Position: Q1 2018 in Review

Truvvo Partners sold out of Mettler-Toledo International (MTD) in Q1 2018, closing a stake of 452 shares — an estimated $280K sold.

Truvvo Partners first reported a position in MTD in Q4 2015 and held it in 9 quarters. The position peaked at $835K in Q3 2016. 524 funds tracked by Wall St. Rank hold MTD as of Q1 2018.

  • Truvvo Partners reported no remaining Mettler-Toledo International position as of Q1 2018 after selling out during the quarter.
  • Truvvo Partners sold 452 Mettler-Toledo International shares in Q1 2018, an estimated $280K.
  • Truvvo Partners first reported a position in Mettler-Toledo International in Q4 2015 and held it in 9 quarters.
  • Truvvo Partners's Mettler-Toledo International position peaked at $835K in Q3 2016.
  • 524 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2018.

Based on Truvvo Partners's 13F filing for Q1 2018, filed 15 May 2018.