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Sowell Financial Services’s Matthews International MATW Stock Holding History

Sowell Financial Services’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
2020
Q1 		– Sell
-493
Closed -$19K – 2588
2019
Q4 		$19K Buy
493
+1
+0.2% +$37 ﹤0.01% 1456
2019
Q3 		$17K Buy
+492
New +$16.2K ﹤0.01% 1344

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Dimensional Fund Advisors
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CCP
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Sowell Financial Services's MATW Position: Q1 2020 in Review

Sowell Financial Services sold out of Matthews International (MATW) in Q1 2020, closing a stake of 493 shares — an estimated $19K sold.

Sowell Financial Services first reported a position in MATW in Q3 2019 and held it in 2 quarters. The position peaked at $19K in Q4 2019. 135 funds tracked by Wall St. Rank hold MATW as of Q1 2020.

  • Sowell Financial Services reported no remaining Matthews International position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 493 Matthews International shares in Q1 2020, an estimated $19K.
  • Sowell Financial Services first reported a position in Matthews International in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Matthews International position peaked at $19K in Q4 2019.
  • 135 funds tracked by Wall St. Rank held Matthews International as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.