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Next Financial Group’s Matrix Service MTRX Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-1,262
Closed -$29K – 2300
2019
Q4 		$29K Buy
1,262
+529
+72% +$10.4K ﹤0.01% 1394
2019
Q3 		$13K Buy
733
+724
+8,044% +$13.6K ﹤0.01% 1613
2019
Q2 		$0 Hold
9
– – ﹤0.01% 2355
2019
Q1 		$0 Hold
9
– – ﹤0.01% 1937
2018
Q4 		$0 Buy
+9
New +$184 ﹤0.01% 2041
2014
Q4 		– Sell
-543
Closed -$13K – 2174
2014
Q3 		$13K Buy
+543
New +$15.1K ﹤0.01% 1641

Other funds holding MTRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Next Financial Group's MTRX Position: Q1 2020 in Review

Next Financial Group sold out of Matrix Service (MTRX) in Q1 2020, closing a stake of 1,262 shares — an estimated $29K sold.

Next Financial Group first reported a position in MTRX in Q3 2014 and held it in 6 quarters. The position peaked at $29K in Q4 2019. 146 funds tracked by Wall St. Rank hold MTRX as of Q1 2020.

  • Next Financial Group reported no remaining Matrix Service position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 1,262 Matrix Service shares in Q1 2020, an estimated $29K.
  • Next Financial Group first reported a position in Matrix Service in Q3 2014 and held it in 6 quarters.
  • Next Financial Group's Matrix Service position peaked at $29K in Q4 2019.
  • 146 funds tracked by Wall St. Rank held Matrix Service as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.