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WESPAC Advisors’s Mettler-Toledo International MTD Stock Holding History

WESPAC Advisors’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
2019
Q3 		– Sell
-379
Closed -$318K – 115
2019
Q2 		$318K Buy
379
+50
+15% +$37.7K 0.24% 83
2019
Q1 		$238K Buy
+329
New +$214K 0.16% 110
2018
Q1 		– Sell
-707
Closed -$438K – 163
2017
Q4 		$438K Sell
707
-399
-36% -$255K 0.41% 78
2017
Q3 		$693K Buy
+1,106
New +$664K 0.46% 68

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WESPAC Advisors's MTD Position: Q3 2019 in Review

WESPAC Advisors sold out of Mettler-Toledo International (MTD) in Q3 2019, closing a stake of 379 shares — an estimated $318K sold.

WESPAC Advisors first reported a position in MTD in Q3 2017 and held it in 4 quarters. The position peaked at $693K in Q3 2017. 561 funds tracked by Wall St. Rank hold MTD as of Q3 2019.

  • WESPAC Advisors reported no remaining Mettler-Toledo International position as of Q3 2019 after selling out during the quarter.
  • WESPAC Advisors sold 379 Mettler-Toledo International shares in Q3 2019, an estimated $318K.
  • WESPAC Advisors first reported a position in Mettler-Toledo International in Q3 2017 and held it in 4 quarters.
  • WESPAC Advisors's Mettler-Toledo International position peaked at $693K in Q3 2017.
  • 561 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2019.

Based on WESPAC Advisors's 13F filing for Q3 2019, filed 29 Oct 2019.