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JOYN Advisors’s Matthews International MATW Stock Holding History

JOYN 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
2019
Q1 		– Sell
-156
Closed -$6K – 860
2018
Q4 		$6K Sell
156
-17
-10% -$724 ﹤0.01% 1187
2018
Q3 		$9K Sell
173
-253
-59% -$13.6K ﹤0.01% 992
2018
Q2 		$25K Sell
426
-784
-65% -$41.8K 0.01% 605
2018
Q1 		$61K Buy
+1,210
New +$64.2K 0.01% 403

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JOYN Advisors's MATW Position: Q1 2019 in Review

JOYN Advisors sold out of Matthews International (MATW) in Q1 2019, closing a stake of 156 shares — an estimated $6K sold.

JOYN Advisors first reported a position in MATW in Q1 2018 and held it in 4 quarters. The position peaked at $61K in Q1 2018. 179 funds tracked by Wall St. Rank hold MATW as of Q1 2019.

  • JOYN Advisors reported no remaining Matthews International position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 156 Matthews International shares in Q1 2019, an estimated $6K.
  • JOYN Advisors first reported a position in Matthews International in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Matthews International position peaked at $61K in Q1 2018.
  • 179 funds tracked by Wall St. Rank held Matthews International as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.