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TrueWealth LLC’s Matthews International MATW Stock Holding History

TrueWealth LLC’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
-100
Closed -$4K – 764
2019
Q4 		$4K Hold
100
– – ﹤0.01% 604
2019
Q3 		$4K Hold
100
– – ﹤0.01% 582
2019
Q2 		$3K Hold
100
– – ﹤0.01% 624
2019
Q1 		$4K Hold
100
– – ﹤0.01% 605
2018
Q4 		$4K Hold
100
– – ﹤0.01% 588
2018
Q3 		$5K Hold
100
– – ﹤0.01% 622
2018
Q2 		$6K Hold
100
– – ﹤0.01% 582
2018
Q1 		$5K Hold
100
– – ﹤0.01% 583
2017
Q4 		$5K Buy
+100
New +$5.83K ﹤0.01% 663

Other funds holding MATW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
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

TrueWealth LLC's MATW Position: Q1 2020 in Review

TrueWealth LLC sold out of Matthews International (MATW) in Q1 2020, closing a stake of 100 shares — an estimated $4K sold.

TrueWealth LLC first reported a position in MATW in Q4 2017 and held it in 9 quarters. The position peaked at $6K in Q2 2018. 135 funds tracked by Wall St. Rank hold MATW as of Q1 2020.

  • TrueWealth LLC reported no remaining Matthews International position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 100 Matthews International shares in Q1 2020, an estimated $4K.
  • TrueWealth LLC first reported a position in Matthews International in Q4 2017 and held it in 9 quarters.
  • TrueWealth LLC's Matthews International position peaked at $6K in Q2 2018.
  • 135 funds tracked by Wall St. Rank held Matthews International as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.