WAM
MTSC

Wealthspire Advisors (Maryland)’s MTS Systems Corp MTSC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-46
Closed -$3K – 2512
2019
Q1 		$3K Hold
46
– – ﹤0.01% 2104
2018
Q4 		$2K Sell
46
-25
-35% -$1.21K ﹤0.01% 2197
2018
Q3 		$4K Buy
71
+23
+48% +$1.23K ﹤0.01% 1986
2018
Q2 		$3K Hold
48
– – ﹤0.01% 2103
2018
Q1 		$2K Hold
48
– – ﹤0.01% 2279
2017
Q4 		$3K Buy
48
+46
+2,300% +$2.48K ﹤0.01% 2073
2017
Q3 		$0 Buy
+2
New +$101 ﹤0.01% 2643
2016
Q1 		– Sell
-4
Closed – – 1978
2015
Q4 		$0 Buy
+4
New +$253 ﹤0.01% 1841

Other funds holding MTSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of MTS Systems Corp (MTSC) in Q2 2019, closing a stake of 46 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in MTSC in Q4 2015 and held it in 8 quarters. The position peaked at $4K in Q3 2018. 171 funds tracked by Wall St. Rank hold MTSC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining MTS Systems Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 46 MTS Systems Corp shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in MTS Systems Corp in Q4 2015 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s MTS Systems Corp position peaked at $4K in Q3 2018.
  • 171 funds tracked by Wall St. Rank held MTS Systems Corp as of Q2 2019.

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