United Capital Financial Advisors’s Matthews International MATW Stock Holding History

United Capital Financial 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
2017 Q4	–	Sell	-3,925	Closed	-$244K	–	1338
2017 Q3	$244K	Sell	3,925 -11	-0.3%	-$686	﹤0.01%	1186
2017 Q2	$241K	Sell	3,936 -217	-5%	-$14.2K	﹤0.01%	1147
2017 Q1	$281K	Sell	4,153 -302	-7%	-$20.9K	﹤0.01%	1066
2016 Q4	$342K	Sell	4,455 -113	-2%	-$7.6K	﹤0.01%	1013
2016 Q3	$278K	Sell	4,568 -169	-4%	-$10.2K	﹤0.01%	1096
2016 Q2	$265K	Buy	4,737 +276	+6%	+$14.6K	﹤0.01%	1075
2016 Q1	$230K	Buy	4,461 +687	+18%	+$33.6K	﹤0.01%	1082
2015 Q4	$202K	Buy	+3,774	New	+$211K	﹤0.01%	1131

Other funds holding MATW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Capital Financial Advisors's MATW Position: Q4 2017 in Review

United Capital Financial Advisors sold out of Matthews International (MATW) in Q4 2017, closing a stake of 3,925 shares — an estimated $244K sold.

United Capital Financial Advisors first reported a position in MATW in Q4 2015 and held it in 8 quarters. The position peaked at $342K in Q4 2016. 188 funds tracked by Wall St. Rank hold MATW as of Q4 2017.

United Capital Financial Advisors reported no remaining Matthews International position as of Q4 2017 after selling out during the quarter.
United Capital Financial Advisors sold 3,925 Matthews International shares in Q4 2017, an estimated $244K.
United Capital Financial Advisors first reported a position in Matthews International in Q4 2015 and held it in 8 quarters.
United Capital Financial Advisors's Matthews International position peaked at $342K in Q4 2016.
188 funds tracked by Wall St. Rank held Matthews International as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.