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WFG Advisors’s Manitowoc MTW Stock Holding History

WFG Advisors’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
2017
Q2 		– Sell
-175
Closed -$4K – 1626
2017
Q1 		$4K Buy
+175
New +$4.32K ﹤0.01% 1251
2016
Q4 		– Sell
-53
Closed -$1K – 1663
2016
Q3 		$1K Hold
53
– – ﹤0.01% 1484
2016
Q2 		$1K Hold
53
– – ﹤0.01% 1471
2016
Q1 		$1K Sell
53
-180
-77% -$2.61K ﹤0.01% 1432
2015
Q4 		$3K Hold
233
– – ﹤0.01% 1306
2015
Q3 		$3K Hold
233
– – ﹤0.01% 1356
2015
Q2 		$4K Hold
233
– – ﹤0.01% 1388
2015
Q1 		$5K Sell
233
-1,104
-83% -$20.7K ﹤0.01% 1370
2014
Q4 		$27K Buy
1,337
+955
+250% +$17.3K 0.01% 1122
2014
Q3 		$8K Hold
382
– – ﹤0.01% 1555
2014
Q2 		$11K Sell
382
-718
-65% -$19.1K ﹤0.01% 1457
2014
Q1 		$31K Hold
1,100
– – 0.01% 1085
2013
Q4 		$23K Buy
1,100
+838
+320% +$15.4K ﹤0.01% 1299
2013
Q3 		$5K Buy
+262
New +$4.76K ﹤0.01% 1739

Other funds holding MTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WFG Advisors's MTW Position: Q2 2017 in Review

WFG Advisors sold out of Manitowoc (MTW) in Q2 2017, closing a stake of 175 shares — an estimated $4K sold.

WFG Advisors first reported a position in MTW in Q3 2013 and held it in 14 quarters. The position peaked at $31K in Q1 2014. 185 funds tracked by Wall St. Rank hold MTW as of Q2 2017.

  • WFG Advisors reported no remaining Manitowoc position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 175 Manitowoc shares in Q2 2017, an estimated $4K.
  • WFG Advisors first reported a position in Manitowoc in Q3 2013 and held it in 14 quarters.
  • WFG Advisors's Manitowoc position peaked at $31K in Q1 2014.
  • 185 funds tracked by Wall St. Rank held Manitowoc as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.