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

WFG 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
2014
Q1 		– Sell
-19
Closed -$5K – 2141
2013
Q4 		$5K Hold
19
– – ﹤0.01% 1755
2013
Q3 		$5K Hold
19
– – ﹤0.01% 1738
2013
Q2 		$4K Buy
+19
New +$4.05K ﹤0.01% 1726

Other funds holding MTD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

WFG Advisors's MTD Position: Q1 2014 in Review

WFG Advisors sold out of Mettler-Toledo International (MTD) in Q1 2014, closing a stake of 19 shares — an estimated $5K sold.

WFG Advisors first reported a position in MTD in Q2 2013 and held it in 3 quarters. The position peaked at $5K in Q4 2013. 342 funds tracked by Wall St. Rank hold MTD as of Q1 2014.

  • WFG Advisors reported no remaining Mettler-Toledo International position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 19 Mettler-Toledo International shares in Q1 2014, an estimated $5K.
  • WFG Advisors first reported a position in Mettler-Toledo International in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Mettler-Toledo International position peaked at $5K in Q4 2013.
  • 342 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.