MATRIX TRUST COMPANY

DENVER, CO Trust How do I update this listing?

Matrix Trust Company is based out of Denver. Their last reported 13F filing for Q2 2019 included $398,460,000 in managed 13F securities and a top 10 holdings concentration of 77.34%. Matrix Trust Company's largest holding is Schwab International Equity ETF with shares held of 2,022,866. Whalewisdom has at least 1 13F filings

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06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.27%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

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