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Freedom Investment Management’s Matrix Service MTRX Stock Holding History

Freedom Investment Management’s Portfolio MTRX Stock Details MTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-19,085
Closed -$315K – 1103
2017
Q1 		$315K Buy
19,085
+7,462
+64% +$140K 0.02% 740
2016
Q4 		$264K Buy
+11,623
New +$231K 0.02% 749

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LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Freedom Investment Management's MTRX Position: Q2 2017 in Review

Freedom Investment Management sold out of Matrix Service (MTRX) in Q2 2017, closing a stake of 19,085 shares — an estimated $315K sold.

Freedom Investment Management first reported a position in MTRX in Q4 2016 and held it in 2 quarters. The position peaked at $315K in Q1 2017. 141 funds tracked by Wall St. Rank hold MTRX as of Q2 2017.

  • Freedom Investment Management reported no remaining Matrix Service position as of Q2 2017 after selling out during the quarter.
  • Freedom Investment Management sold 19,085 Matrix Service shares in Q2 2017, an estimated $315K.
  • Freedom Investment Management first reported a position in Matrix Service in Q4 2016 and held it in 2 quarters.
  • Freedom Investment Management's Matrix Service position peaked at $315K in Q1 2017.
  • 141 funds tracked by Wall St. Rank held Matrix Service as of Q2 2017.

Based on Freedom Investment Management's 13F filing for Q2 2017, filed 14 Jul 2017.