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Ropes Wealth Advisors’s Matsons MATX Stock Holding History

Ropes Wealth 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
Q1 		– Sell
-433
Closed -$13K – 685
2017
Q4 		$13K Hold
433
– – ﹤0.01% 500
2017
Q3 		$12K Buy
+433
New +$12.1K ﹤0.01% 495

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return

Ropes Wealth Advisors's MATX Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Matsons (MATX) in Q1 2018, closing a stake of 433 shares — an estimated $13K sold.

Ropes Wealth Advisors first reported a position in MATX in Q3 2017 and held it in 2 quarters. The position peaked at $13K in Q4 2017. 176 funds tracked by Wall St. Rank hold MATX as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Matsons position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 433 Matsons shares in Q1 2018, an estimated $13K.
  • Ropes Wealth Advisors first reported a position in Matsons in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Matsons position peaked at $13K in Q4 2017.
  • 176 funds tracked by Wall St. Rank held Matsons as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.