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Wealthspire Advisors (Maryland)’s Matthews International MATW Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-12
Closed – – 1355
2019
Q1 		$0 Hold
12
– – ﹤0.01% 2539
2018
Q4 		$0 Sell
12
-33
-73% -$1.41K ﹤0.01% 2515
2018
Q3 		$2K Sell
45
-21
-32% -$1.13K ﹤0.01% 2167
2018
Q2 		$4K Buy
66
+26
+65% +$1.39K ﹤0.01% 1889
2018
Q1 		$2K Buy
40
+21
+111% +$1.11K ﹤0.01% 2183
2017
Q4 		$1K Buy
19
+10
+111% +$583 ﹤0.01% 2301
2017
Q3 		$1K Buy
+9
New +$562 ﹤0.01% 2113

Other funds holding MATW

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MATW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Matthews International (MATW) in Q2 2019, closing a stake of 12 shares.

Wealthspire Advisors (Maryland) first reported a position in MATW in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q2 2018. 166 funds tracked by Wall St. Rank hold MATW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Matthews International position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12 Matthews International shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Matthews International in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Matthews International position peaked at $4K in Q2 2018.
  • 166 funds tracked by Wall St. Rank held Matthews International as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.