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JNBA Financial Advisors’s Matthews International MATW Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-463
Closed -$28K – 973
2016
Q3 		$28K Buy
+463
New +$27.8K ﹤0.01% 701

Other funds holding MATW

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JNBA Financial Advisors's MATW Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Matthews International (MATW) in Q4 2016, closing a stake of 463 shares — an estimated $28K sold.

JNBA Financial Advisors first reported a position in MATW in Q3 2016 and held it in 1 quarter. The position peaked at $28K in Q3 2016. 187 funds tracked by Wall St. Rank hold MATW as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Matthews International position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 463 Matthews International shares in Q4 2016, an estimated $28K.
  • JNBA Financial Advisors first reported a position in Matthews International in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Matthews International position peaked at $28K in Q3 2016.
  • 187 funds tracked by Wall St. Rank held Matthews International as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.