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Wealthspire Advisors (Maryland)’s Materion MTRN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MTRN Stock Details MTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-31
Closed -$2K – 1425
2019
Q1 		$2K Buy
31
+8
+35% +$416 ﹤0.01% 2174
2018
Q4 		$1K Sell
23
-24
-51% -$1.27K ﹤0.01% 2297
2018
Q3 		$3K Buy
47
+15
+47% +$903 ﹤0.01% 2050
2018
Q2 		$2K Buy
32
+9
+39% +$489 ﹤0.01% 2174
2018
Q1 		$1K Buy
23
+7
+44% +$357 ﹤0.01% 2365
2017
Q4 		$1K Buy
16
+13
+433% +$618 ﹤0.01% 2308
2017
Q3 		$0 Buy
+3
New +$115 ﹤0.01% 2384

Other funds holding MTRN

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Materion (MTRN) in Q2 2019, closing a stake of 31 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in MTRN in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 185 funds tracked by Wall St. Rank hold MTRN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Materion position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 31 Materion shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Materion in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Materion position peaked at $3K in Q3 2018.
  • 185 funds tracked by Wall St. Rank held Materion as of Q2 2019.

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