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Wealthfront’s Mettler-Toledo International MTD Stock Holding History

Wealthfront’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
2018
Q3 		$335K Sell
550
-15
-3% -$8.83K ﹤0.01% 432
2018
Q2 		$327K Sell
565
-164
-22% -$93.6K ﹤0.01% 423
2018
Q1 		$419K Sell
729
-159
-18% -$100K ﹤0.01% 398
2017
Q4 		$550K Buy
888
+192
+28% +$123K 0.01% 339
2017
Q3 		$436K Buy
696
+5
+0.7% +$3K 0.01% 353
2017
Q2 		$407K Buy
691
+100
+17% +$54.8K 0.01% 322
2017
Q1 		$283K Buy
591
+30
+5% +$13.7K 0.01% 345
2016
Q4 		$235K Buy
+561
New +$233K 0.01% 345
2015
Q4 		– Sell
-56
Closed -$16K – 764
2015
Q3 		$16K Sell
56
-33
-37% -$10.4K ﹤0.01% 814
2015
Q2 		$30K Buy
89
+58
+187% +$19.1K ﹤0.01% 562
2015
Q1 		$10K Buy
+31
New +$9.59K ﹤0.01% 637

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthfront's MTD Position: Q3 2018 in Review

Wealthfront reduced its Mettler-Toledo International (MTD) stake by 2.7% in Q3 2018, selling an estimated $8.83K and leaving 550 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Wealthfront first reported a position in MTD in Q1 2015 and has held it in 11 quarters since. The position peaked at $550K in Q4 2017. 499 funds tracked by Wall St. Rank hold MTD as of Q3 2018.

  • Wealthfront held 550 shares of Mettler-Toledo International worth $335K as of Q3 2018.
  • Wealthfront sold 15 Mettler-Toledo International shares in Q3 2018, an estimated $8.83K.
  • Mettler-Toledo International made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #432 holding.
  • Wealthfront first reported a position in Mettler-Toledo International in Q1 2015 and has held it in 11 quarters since.
  • Wealthfront's Mettler-Toledo International position peaked at $550K in Q4 2017.
  • 499 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.