Wealthspire Advisors (Maryland)’s Minerals Technologies MTX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MTX Stock Details MTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-52	Closed	-$3K	–	1429
2019 Q1	$3K	Buy	52 +7	+16%	+$400	﹤0.01%	2025
2018 Q4	$2K	Buy	45 +24	+114%	+$1.34K	﹤0.01%	2100
2018 Q3	$1K	Buy	21 +3	+17%	+$212	﹤0.01%	2303
2018 Q2	$1K	Sell	18 -789	-98%	-$56.9K	﹤0.01%	2333
2018 Q1	$54K	Buy	807 +51	+7%	+$3.65K	0.01%	949
2017 Q4	$52K	Sell	756 -66	-8%	-$4.69K	0.01%	984
2017 Q3	$58K	Buy	822 +40	+5%	+$2.74K	0.01%	918
2017 Q2	$57K	Buy	782 +277	+55%	+$20.7K	0.01%	901
2017 Q1	$39K	Buy	505 +491	+3,507%	+$38K	0.01%	867
2016 Q4	$1K	Buy	+14	New	+$1.04K	﹤0.01%	1659

Other funds holding MTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Minerals Technologies (MTX) in Q2 2019, closing a stake of 52 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in MTX in Q4 2016 and held it in 10 quarters. The position peaked at $58K in Q3 2017. 212 funds tracked by Wall St. Rank hold MTX as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Minerals Technologies position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 52 Minerals Technologies shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in Minerals Technologies in Q4 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Minerals Technologies position peaked at $58K in Q3 2017.
212 funds tracked by Wall St. Rank held Minerals Technologies as of Q2 2019.

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