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Stratos Wealth Partners’s Matrix Service MTRX Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-57
Closed -$1K – 1866
2018
Q3 		$1K Buy
+57
New +$1.21K ﹤0.01% 2859
2018
Q2 		– Sell
-57
Closed -$1K – 1973
2018
Q1 		$1K Hold
57
– – ﹤0.01% 3011
2017
Q4 		$1K Buy
+57
New +$896 ﹤0.01% 2729

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stratos Wealth Partners's MTRX Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Matrix Service (MTRX) in Q4 2018, closing a stake of 57 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in MTRX in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 167 funds tracked by Wall St. Rank hold MTRX as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Matrix Service position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 57 Matrix Service shares in Q4 2018, an estimated $1K.
  • Stratos Wealth Partners first reported a position in Matrix Service in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Matrix Service position peaked at $1K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held Matrix Service as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.