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Willingdon Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Willingdon Wealth Management’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
2020
Q1 		– Sell
-1
Closed -$1K – 354
2019
Q4 		$1K Hold
1
– – ﹤0.01% 359
2019
Q3 		$1K Buy
+1
New +$734 ﹤0.01% 447

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Willingdon Wealth Management's MTD Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Mettler-Toledo International (MTD) in Q1 2020, closing a stake of 1 share — an estimated $1K sold.

Willingdon Wealth Management first reported a position in MTD in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 573 funds tracked by Wall St. Rank hold MTD as of Q1 2020.

  • Willingdon Wealth Management reported no remaining Mettler-Toledo International position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 1 Mettler-Toledo International share in Q1 2020, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Mettler-Toledo International in Q3 2019 and held it in 2 quarters.
  • Willingdon Wealth Management's Mettler-Toledo International position peaked at $1K in Q4 2019.
  • 573 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.