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Waverly Advisors’s Mettler-Toledo International MTD Stock Holding History

Waverly Advisors’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
2014
Q4 		– Sell
-12
Closed -$3K – 579
2014
Q3 		$3K Hold
12
– – ﹤0.01% 700
2014
Q2 		$3K Hold
12
– – ﹤0.01% 667
2014
Q1 		$3K Buy
12
+2
+20% +$490 ﹤0.01% 629
2013
Q4 		$2K Buy
+10
New +$2.44K ﹤0.01% 783

Other funds holding MTD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Waverly Advisors's MTD Position: Q4 2014 in Review

Waverly Advisors sold out of Mettler-Toledo International (MTD) in Q4 2014, closing a stake of 12 shares — an estimated $3K sold.

Waverly Advisors first reported a position in MTD in Q4 2013 and held it in 4 quarters. The position peaked at $3K in Q3 2014. 328 funds tracked by Wall St. Rank hold MTD as of Q4 2014.

  • Waverly Advisors reported no remaining Mettler-Toledo International position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 12 Mettler-Toledo International shares in Q4 2014, an estimated $3K.
  • Waverly Advisors first reported a position in Mettler-Toledo International in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Mettler-Toledo International position peaked at $3K in Q3 2014.
  • 328 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.