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Avantax Planning Partners’s Mattel MAT Stock Holding History

Avantax Planning Partners’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-266
Closed -$4K – 826
2018
Q3 		$4K Buy
+266
New +$4.26K ﹤0.01% 1178
2018
Q2 		– Sell
-309
Closed -$4K – 949
2018
Q1 		$4K Buy
+309
New +$4.82K ﹤0.01% 1430

Other funds holding MAT

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Avantax Planning Partners's MAT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Mattel (MAT) in Q4 2018, closing a stake of 266 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in MAT in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 368 funds tracked by Wall St. Rank hold MAT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Mattel position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 266 Mattel shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Mattel in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Mattel position peaked at $4K in Q3 2018.
  • 368 funds tracked by Wall St. Rank held Mattel as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.