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Evercore Wealth Management’s Matsons MATX Stock Holding History

Evercore Wealth Management’s Portfolio MATX Stock Details MATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-320
Closed -$8K – 913
2013
Q4 		$8K Hold
320
– – ﹤0.01% 771
2013
Q3 		$8K Hold
320
– – ﹤0.01% 783
2013
Q2 		$8K Buy
+320
New +$7.82K ﹤0.01% 737

Other funds holding MATX

LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FIM
FourPoints Investment Managers Paris, France $21.1M AUM 11.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's MATX Position: Q1 2014 in Review

Evercore Wealth Management sold out of Matsons (MATX) in Q1 2014, closing a stake of 320 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in MATX in Q2 2013 and held it in 3 quarters. The position peaked at $8K in Q4 2013. 179 funds tracked by Wall St. Rank hold MATX as of Q1 2014.

  • Evercore Wealth Management reported no remaining Matsons position as of Q1 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 320 Matsons shares in Q1 2014, an estimated $8K.
  • Evercore Wealth Management first reported a position in Matsons in Q2 2013 and held it in 3 quarters.
  • Evercore Wealth Management's Matsons position peaked at $8K in Q4 2013.
  • 179 funds tracked by Wall St. Rank held Matsons as of Q1 2014.

Based on Evercore Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.