SSWM
MTRX icon

Sheets Smith Wealth Management’s Matrix Service MTRX Stock Holding History

Sheets Smith Wealth Management’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
2014
Q4 		– Sell
-18,626
Closed -$449K – 268
2014
Q3 		$449K Sell
18,626
-19,511
-51% -$542K 0.12% 174
2014
Q2 		$1.25M Buy
38,137
+6,920
+22% +$228K 0.34% 85
2014
Q1 		$1.05M Buy
31,217
+1,708
+6% +$51.1K 0.3% 93
2013
Q4 		$721K Buy
29,509
+1,685
+6% +$36K 0.2% 136
2013
Q3 		$546K Buy
+27,824
New +$467K 0.18% 159

Other funds holding MTRX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return