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Wealthspire Advisors (Maryland)’s Manitowoc MTW Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,288
Closed -$70K – 1428
2019
Q1 		$70K Buy
4,288
+1,000
+30% +$16.7K 0.01% 775
2018
Q4 		$49K Buy
3,288
+3,000
+1,042% +$56K ﹤0.01% 869
2018
Q3 		$7K Sell
288
-172
-37% -$4.21K ﹤0.01% 1669
2018
Q2 		$12K Sell
460
-116
-20% -$3.07K ﹤0.01% 1472
2018
Q1 		$16K Sell
576
-54
-9% -$1.85K ﹤0.01% 1373
2017
Q4 		$25K Sell
630
-5
-0.8% -$193 ﹤0.01% 1256
2017
Q3 		$23K Sell
635
-25
-4% -$726 ﹤0.01% 1252
2017
Q2 		$16K Sell
660
-267
-29% -$6.25K ﹤0.01% 1343
2017
Q1 		$21K Buy
927
+199
+27% +$4.91K ﹤0.01% 1070
2016
Q4 		$17K Hold
728
– – ﹤0.01% 1066
2016
Q3 		$14K Sell
728
-15
-2% -$303 ﹤0.01% 1168
2016
Q2 		$16K Sell
743
-34
-4% -$739 ﹤0.01% 1073
2016
Q1 		$13K Sell
777
-2,429
-76% -$35.3K ﹤0.01% 1122
2015
Q4 		$45K Buy
+3,206
New +$45.4K 0.01% 745

Other funds holding MTW

FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Manitowoc (MTW) in Q2 2019, closing a stake of 4,288 shares — an estimated $70K sold.

Wealthspire Advisors (Maryland) first reported a position in MTW in Q4 2015 and held it in 14 quarters. The position peaked at $70K in Q1 2019. 138 funds tracked by Wall St. Rank hold MTW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Manitowoc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,288 Manitowoc shares in Q2 2019, an estimated $70K.
  • Wealthspire Advisors (Maryland) first reported a position in Manitowoc in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Manitowoc position peaked at $70K in Q1 2019.
  • 138 funds tracked by Wall St. Rank held Manitowoc as of Q2 2019.

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