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Center for Financial Planning’s Matthews International MATW Stock Holding History

Center for Financial Planning’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
2020
Q2 		– Sell
-125
Closed -$3K – 521
2020
Q1 		$3K Buy
+125
New +$3.98K ﹤0.01% 468

Other funds holding MATW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Center for Financial Planning's MATW Position: Q2 2020 in Review

Center for Financial Planning sold out of Matthews International (MATW) in Q2 2020, closing a stake of 125 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in MATW in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 142 funds tracked by Wall St. Rank hold MATW as of Q2 2020.

  • Center for Financial Planning reported no remaining Matthews International position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 125 Matthews International shares in Q2 2020, an estimated $3K.
  • Center for Financial Planning first reported a position in Matthews International in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's Matthews International position peaked at $3K in Q1 2020.
  • 142 funds tracked by Wall St. Rank held Matthews International as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.