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YorkBridge Wealth Partners’s Matrix Service MTRX Stock Holding History

YorkBridge 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
2017
Q2 		– Sell
-753
Closed -$8K – 895
2017
Q1 		$8K Buy
753
+292
+63% +$5.48K ﹤0.01% 644
2016
Q4 		$9K Buy
+461
New +$9.18K 0.01% 611

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Vanguard Group
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RA
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SGCIA
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

YorkBridge Wealth Partners's MTRX Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of Matrix Service (MTRX) in Q2 2017, closing a stake of 753 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in MTRX in Q4 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 141 funds tracked by Wall St. Rank hold MTRX as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining Matrix Service position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 753 Matrix Service shares in Q2 2017, an estimated $8K.
  • YorkBridge Wealth Partners first reported a position in Matrix Service in Q4 2016 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Matrix Service position peaked at $9K in Q4 2016.
  • 141 funds tracked by Wall St. Rank held Matrix Service as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.