JWA
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JFS Wealth Advisors’s Matthews International MATW Stock Holding History

JFS Wealth 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
2018
Q1 		– Sell
-1,250
Closed -$66K – 555
2017
Q4 		$66K Hold
1,250
– – 0.02% 233
2017
Q3 		$78K Hold
1,250
– – 0.02% 202
2017
Q2 		$77K Hold
1,250
– – 0.02% 192
2017
Q1 		$96K Hold
1,250
– – 0.03% 170
2016
Q4 		$96K Hold
1,250
– – 0.03% 170
2016
Q3 		$76K Hold
1,250
– – 0.02% 200
2016
Q2 		$70K Hold
1,250
– – 0.02% 227
2016
Q1 		$64K Hold
1,250
– – 0.02% 211
2015
Q4 		$67K Hold
1,250
– – 0.02% 221
2015
Q3 		$61K Buy
+1,250
New +$65.2K 0.03% 195

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JFS Wealth Advisors's MATW Position: Q1 2018 in Review

JFS Wealth Advisors sold out of Matthews International (MATW) in Q1 2018, closing a stake of 1,250 shares — an estimated $66K sold.

JFS Wealth Advisors first reported a position in MATW in Q3 2015 and held it in 10 quarters. The position peaked at $96K in Q1 2017. 188 funds tracked by Wall St. Rank hold MATW as of Q1 2018.

  • JFS Wealth Advisors reported no remaining Matthews International position as of Q1 2018 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,250 Matthews International shares in Q1 2018, an estimated $66K.
  • JFS Wealth Advisors first reported a position in Matthews International in Q3 2015 and held it in 10 quarters.
  • JFS Wealth Advisors's Matthews International position peaked at $96K in Q1 2017.
  • 188 funds tracked by Wall St. Rank held Matthews International as of Q1 2018.

Based on JFS Wealth Advisors's 13F filing for Q1 2018, filed 26 Apr 2018.