KJWM
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Kiley Juergens Wealth Management’s Matsons MATX Stock Holding History

Kiley Juergens Wealth Management’s Portfolio MATX Stock Details MATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-250
Closed -$9K – 400
2018
Q3 		$9K Hold
250
– – 0.01% 476
2018
Q2 		$9K Buy
+250
New +$8.29K 0.01% 437
2018
Q1 		– Sell
-250
Closed -$7K – 394
2017
Q4 		$7K Buy
+250
New +$7.06K 0.01% 508

Other funds holding MATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kiley Juergens Wealth Management's MATX Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Matsons (MATX) in Q4 2018, closing a stake of 250 shares — an estimated $9K sold.

Kiley Juergens Wealth Management first reported a position in MATX in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 211 funds tracked by Wall St. Rank hold MATX as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Matsons position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 250 Matsons shares in Q4 2018, an estimated $9K.
  • Kiley Juergens Wealth Management first reported a position in Matsons in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Matsons position peaked at $9K in Q3 2018.
  • 211 funds tracked by Wall St. Rank held Matsons as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.