SMA
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Simply Money Advisors’s Matthews International MATW Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-96
Closed -$4K – 268
2013
Q2 		$4K Buy
+96
New +$3.53K ﹤0.01% 300

Other funds holding MATW

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Franklin Resources
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Simply Money Advisors's MATW Position: Q3 2013 in Review

Simply Money Advisors sold out of Matthews International (MATW) in Q3 2013, closing a stake of 96 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in MATW in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 157 funds tracked by Wall St. Rank hold MATW as of Q3 2013.

  • Simply Money Advisors reported no remaining Matthews International position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 96 Matthews International shares in Q3 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in Matthews International in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Matthews International position peaked at $4K in Q2 2013.
  • 157 funds tracked by Wall St. Rank held Matthews International as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.