WAM
MTOR

Wealthspire Advisors (Maryland)’s MERITOR, Inc. MTOR Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-442
Closed -$9K – 2280
2019
Q1 		$9K Hold
442
– – ﹤0.01% 1598
2018
Q4 		$7K Sell
442
-18
-4% -$307 ﹤0.01% 1623
2018
Q3 		$9K Sell
460
-6
-1% -$126 ﹤0.01% 1584
2018
Q2 		$10K Sell
466
-29
-6% -$609 ﹤0.01% 1562
2018
Q1 		$10K Sell
495
-1,403
-74% -$34K ﹤0.01% 1587
2017
Q4 		$45K Buy
1,898
+336
+22% +$8.44K ﹤0.01% 1051
2017
Q3 		$41K Buy
1,562
+551
+55% +$10.9K ﹤0.01% 1052
2017
Q2 		$17K Buy
1,011
+156
+18% +$2.57K ﹤0.01% 1331
2017
Q1 		$15K Buy
855
+479
+127% +$7.41K ﹤0.01% 1188
2016
Q4 		$5K Buy
376
+265
+239% +$3.12K ﹤0.01% 1399
2016
Q3 		$1K Sell
111
-40
-26% -$389 ﹤0.01% 1678
2016
Q2 		$1K Sell
151
-160
-51% -$1.32K ﹤0.01% 1645
2016
Q1 		$3K Buy
311
+174
+127% +$1.27K ﹤0.01% 1480
2015
Q4 		$1K Buy
+137
New +$1.37K ﹤0.01% 1671

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 $3.98B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MTOR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of MERITOR, Inc. (MTOR) in Q2 2019, closing a stake of 442 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in MTOR in Q4 2015 and held it in 14 quarters. The position peaked at $45K in Q4 2017. 229 funds tracked by Wall St. Rank hold MTOR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining MERITOR, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 442 MERITOR, Inc. shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in MERITOR, Inc. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s MERITOR, Inc. position peaked at $45K in Q4 2017.
  • 229 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.