JOYN Advisors’s Matrix Service MTRX Stock Holding History

JOYN Advisors’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
2018 Q4	–	Sell	-21	Closed	-$1K	–	1837
2018 Q3	$1K	Buy	21 +7	+50%	+$148	﹤0.01%	1633
2018 Q2	$0	Buy	+14	New	+$242	﹤0.01%	1820

Other funds holding MTRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SGCIA

Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JOYN Advisors's MTRX Position: Q4 2018 in Review

JOYN Advisors sold out of Matrix Service (MTRX) in Q4 2018, closing a stake of 21 shares — an estimated $1K sold.

JOYN Advisors first reported a position in MTRX in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 167 funds tracked by Wall St. Rank hold MTRX as of Q4 2018.

JOYN Advisors reported no remaining Matrix Service position as of Q4 2018 after selling out during the quarter.
JOYN Advisors sold 21 Matrix Service shares in Q4 2018, an estimated $1K.
JOYN Advisors first reported a position in Matrix Service in Q2 2018 and held it in 2 quarters.
JOYN Advisors's Matrix Service position peaked at $1K in Q3 2018.
167 funds tracked by Wall St. Rank held Matrix Service as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.