Burt Wealth Advisors’s Mattel MAT Stock Holding History

Burt Wealth Advisors’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	-1,000	Closed	-$16K	–	384
2018 Q3	$16K	Hold	1,000	–	–	0.01%	271
2018 Q2	$16K	Hold	1,000	–	–	0.01%	264
2018 Q1	$13K	Sell	1,000 -200	-17%	-$3.12K	0.01%	274
2017 Q4	$18K	Buy	1,200 +200	+20%	+$3.17K	0.01%	249
2017 Q3	$15K	Hold	1,000	–	–	0.01%	249
2017 Q2	$21K	Hold	1,000	–	–	0.01%	250
2017 Q1	$26K	Hold	1,000	–	–	0.02%	215
2016 Q4	$28K	Hold	1,000	–	–	0.03%	209
2016 Q3	$30K	Hold	1,000	–	–	0.03%	188
2016 Q2	$31K	Hold	1,000	–	–	0.03%	187
2016 Q1	$34K	Sell	1,000 -163	-14%	-$4.95K	0.03%	196
2015 Q4	$31K	Buy	1,163 +163	+16%	+$4.01K	0.02%	174
2015 Q3	$21K	Hold	1,000	–	–	0.03%	181
2015 Q2	$26K	Hold	1,000	–	–	0.03%	184
2015 Q1	$23K	Hold	1,000	–	–	0.02%	184
2014 Q4	$32K	Buy	+1,000	New	+$30.8K	0.03%	159

Other funds holding MAT

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return