WLPWM
MTSC

Walled Lake Planning & Wealth Management’s MTS Systems Corp MTSC Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio MTSC Stock Details MTSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$2K – 365
2020
Q3 		$2K Buy
+100
New +$2.09K ﹤0.01% 301

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NI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WIC
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Walled Lake Planning & Wealth Management's MTSC Position: Q4 2020 in Review

Walled Lake Planning & Wealth Management sold out of MTS Systems Corp (MTSC) in Q4 2020, closing a stake of 100 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in MTSC in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 164 funds tracked by Wall St. Rank hold MTSC as of Q4 2020.

  • Walled Lake Planning & Wealth Management reported no remaining MTS Systems Corp position as of Q4 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 100 MTS Systems Corp shares in Q4 2020, an estimated $2K.
  • Walled Lake Planning & Wealth Management first reported a position in MTS Systems Corp in Q3 2020 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's MTS Systems Corp position peaked at $2K in Q3 2020.
  • 164 funds tracked by Wall St. Rank held MTS Systems Corp as of Q4 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2020, filed 19 Feb 2021.