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USA Financial Formulas’s Manitowoc MTW Stock Holding History

USA Financial Formulas’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
2017
Q4 		– Sell
-10,833
Closed -$390K – 313
2017
Q3 		$390K Buy
+10,833
New +$315K 0.09% 194

Other funds holding MTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

USA Financial Formulas's MTW Position: Q4 2017 in Review

USA Financial Formulas sold out of Manitowoc (MTW) in Q4 2017, closing a stake of 10,833 shares — an estimated $390K sold.

USA Financial Formulas first reported a position in MTW in Q3 2017 and held it in 1 quarter. The position peaked at $390K in Q3 2017. 199 funds tracked by Wall St. Rank hold MTW as of Q4 2017.

  • USA Financial Formulas reported no remaining Manitowoc position as of Q4 2017 after selling out during the quarter.
  • USA Financial Formulas sold 10,833 Manitowoc shares in Q4 2017, an estimated $390K.
  • USA Financial Formulas first reported a position in Manitowoc in Q3 2017 and held it in 1 quarter.
  • USA Financial Formulas's Manitowoc position peaked at $390K in Q3 2017.
  • 199 funds tracked by Wall St. Rank held Manitowoc as of Q4 2017.

Based on USA Financial Formulas's 13F filing for Q4 2017, filed 13 Feb 2018.