Certified Advisory Corp’s Matthews International MATW Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-5,600	Closed	-$207K	–	817
2019 Q1	$207K	Hold	5,600	–	–	0.09%	158
2018 Q4	$227K	Hold	5,600	–	–	0.12%	140
2018 Q3	$281K	Hold	5,600	–	–	0.13%	126
2018 Q2	$329K	Hold	5,600	–	–	0.18%	108
2018 Q1	$283K	Hold	5,600	–	–	0.17%	119
2017 Q4	$295K	Buy	+5,600	New	+$327K	0.21%	90

Other funds holding MATW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Certified Advisory Corp's MATW Position: Q2 2019 in Review

Certified Advisory Corp sold out of Matthews International (MATW) in Q2 2019, closing a stake of 5,600 shares — an estimated $207K sold.

Certified Advisory Corp first reported a position in MATW in Q4 2017 and held it in 6 quarters. The position peaked at $329K in Q2 2018. 166 funds tracked by Wall St. Rank hold MATW as of Q2 2019.

Certified Advisory Corp reported no remaining Matthews International position as of Q2 2019 after selling out during the quarter.
Certified Advisory Corp sold 5,600 Matthews International shares in Q2 2019, an estimated $207K.
Certified Advisory Corp first reported a position in Matthews International in Q4 2017 and held it in 6 quarters.
Certified Advisory Corp's Matthews International position peaked at $329K in Q2 2018.
166 funds tracked by Wall St. Rank held Matthews International as of Q2 2019.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.