WAM
MTOR

Wakefield Asset Management’s MERITOR, Inc. MTOR Stock Holding History

Wakefield Asset Management’s Portfolio MTOR Stock Details MTOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-25,065
Closed -$464K – 198
2019
Q3 		$464K Buy
25,065
+498
+2% +$10.1K 0.2% 127
2019
Q2 		$596K Sell
24,567
-1,841
-7% -$41.4K 0.24% 84
2019
Q1 		$537K Buy
+26,408
New +$538K 0.19% 123

Other funds holding MTOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wakefield Asset Management's MTOR Position: Q4 2019 in Review

Wakefield Asset Management sold out of MERITOR, Inc. (MTOR) in Q4 2019, closing a stake of 25,065 shares — an estimated $464K sold.

Wakefield Asset Management first reported a position in MTOR in Q1 2019 and held it in 3 quarters. The position peaked at $596K in Q2 2019. 218 funds tracked by Wall St. Rank hold MTOR as of Q4 2019.

  • Wakefield Asset Management reported no remaining MERITOR, Inc. position as of Q4 2019 after selling out during the quarter.
  • Wakefield Asset Management sold 25,065 MERITOR, Inc. shares in Q4 2019, an estimated $464K.
  • Wakefield Asset Management first reported a position in MERITOR, Inc. in Q1 2019 and held it in 3 quarters.
  • Wakefield Asset Management's MERITOR, Inc. position peaked at $596K in Q2 2019.
  • 218 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q4 2019.

Based on Wakefield Asset Management's 13F filing for Q4 2019, filed 27 Jan 2020.