LBA Wealth Management’s Matthews International MATW Stock Holding History

LBA Wealth Management’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
2014 Q4	–	Sell	-71	Closed	-$3K	–	349
2014 Q3	$3K	Buy	+71	New	+$3.17K	﹤0.01%	382

Other funds holding MATW

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

LBA Wealth Management's MATW Position: Q4 2014 in Review

LBA Wealth Management sold out of Matthews International (MATW) in Q4 2014, closing a stake of 71 shares — an estimated $3K sold.

LBA Wealth Management first reported a position in MATW in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 149 funds tracked by Wall St. Rank hold MATW as of Q4 2014.

LBA Wealth Management reported no remaining Matthews International position as of Q4 2014 after selling out during the quarter.
LBA Wealth Management sold 71 Matthews International shares in Q4 2014, an estimated $3K.
LBA Wealth Management first reported a position in Matthews International in Q3 2014 and held it in 1 quarter.
LBA Wealth Management's Matthews International position peaked at $3K in Q3 2014.
149 funds tracked by Wall St. Rank held Matthews International as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.