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United Capital Financial Advisors’s Manitowoc MTW Stock Holding History

United Capital Financial Advisors’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
2014
Q4 		– Sell
-16,855
Closed -$358K – 1178
2014
Q3 		$358K Buy
+16,855
New +$439K 0.01% 889

Other funds holding MTW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return

United Capital Financial Advisors's MTW Position: Q4 2014 in Review

United Capital Financial Advisors sold out of Manitowoc (MTW) in Q4 2014, closing a stake of 16,855 shares — an estimated $358K sold.

United Capital Financial Advisors first reported a position in MTW in Q3 2014 and held it in 1 quarter. The position peaked at $358K in Q3 2014. 245 funds tracked by Wall St. Rank hold MTW as of Q4 2014.

  • United Capital Financial Advisors reported no remaining Manitowoc position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 16,855 Manitowoc shares in Q4 2014, an estimated $358K.
  • United Capital Financial Advisors first reported a position in Manitowoc in Q3 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's Manitowoc position peaked at $358K in Q3 2014.
  • 245 funds tracked by Wall St. Rank held Manitowoc as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.