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Berman Capital Advisors’s Matthews International MATW Stock Holding History

Berman Capital Advisors’s Portfolio MATW Stock Details MATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-203
Closed -$7K – 1523
2019
Q2 		$7K Buy
+203
New +$7.43K ﹤0.01% 867

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's MATW Position: Q3 2019 in Review

Berman Capital Advisors sold out of Matthews International (MATW) in Q3 2019, closing a stake of 203 shares — an estimated $7K sold.

Berman Capital Advisors first reported a position in MATW in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 154 funds tracked by Wall St. Rank hold MATW as of Q3 2019.

  • Berman Capital Advisors reported no remaining Matthews International position as of Q3 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 203 Matthews International shares in Q3 2019, an estimated $7K.
  • Berman Capital Advisors first reported a position in Matthews International in Q2 2019 and held it in 1 quarter.
  • Berman Capital Advisors's Matthews International position peaked at $7K in Q2 2019.
  • 154 funds tracked by Wall St. Rank held Matthews International as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.