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Legacy Financial Advisors’s Matsons MATX Stock Holding History

Legacy Financial Advisors’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
-37
Closed -$1K – 1027
2018
Q3 		$1K Hold
37
– – ﹤0.01% 851
2018
Q2 		$1K Buy
+37
New +$1.23K ﹤0.01% 880

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 $3.37T AUM 44.26% 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

Legacy Financial Advisors's MATX Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Matsons (MATX) in Q4 2018, closing a stake of 37 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in MATX in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 211 funds tracked by Wall St. Rank hold MATX as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Matsons position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 37 Matsons shares in Q4 2018, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Matsons in Q2 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Matsons position peaked at $1K in Q3 2018.
  • 211 funds tracked by Wall St. Rank held Matsons as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.