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Beta Wealth Group’s Mattel MAT Stock Holding History

Beta Wealth Group’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
2014
Q1 		$454K Buy
+11,307
New +$449K 5.3% 4

Other funds holding MAT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Beta Wealth Group's MAT Position: Q1 2014 in Review

Beta Wealth Group opened a new position in Mattel (MAT) in Q1 2014: 11,307 shares worth $454K. The stake represents 5.3% of the portfolio and ranks #4 among its holdings.

534 funds tracked by Wall St. Rank hold MAT as of Q1 2014.

  • Beta Wealth Group held 11,307 shares of Mattel worth $454K as of Q1 2014.
  • Mattel was a new Beta Wealth Group position in Q1 2014.
  • Mattel made up 5.3% of Beta Wealth Group's portfolio in Q1 2014, its #4 holding.
  • 534 funds tracked by Wall St. Rank held Mattel as of Q1 2014.

Based on Beta Wealth Group's 13F filing for Q1 2014, filed 6 May 2014.