Matrix Asset Advisors
David Katz
$506.98M
AUM
$506.98M
Positions
79
Top Position
JPM 4.1%
Top 10
35%
Notable Trades
Largest New
CB
Chubb Limited
$5.22M
Biggest Increase
WFC
Wells Fargo & Company
+7.7K shares
Largest Exit
TNTY
Trunity Holdings, Inc.
71.4K shares
Biggest Decrease
BBT
BB&T Corporation
-120.3K shares