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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 		$760 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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return