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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Burt Wealth Advisors's MAT Position: Q4 2018 in Review

Burt Wealth Advisors sold out of Mattel (MAT) in Q4 2018, closing a stake of 1,000 shares — an estimated $16K sold.

Burt Wealth Advisors first reported a position in MAT in Q4 2014 and held it in 16 quarters. The position peaked at $34K in Q1 2016. 368 funds tracked by Wall St. Rank hold MAT as of Q4 2018.

Burt Wealth Advisors reported no remaining Mattel position as of Q4 2018 after selling out during the quarter.
Burt Wealth Advisors sold 1,000 Mattel shares in Q4 2018, an estimated $16K.
Burt Wealth Advisors first reported a position in Mattel in Q4 2014 and held it in 16 quarters.
Burt Wealth Advisors's Mattel position peaked at $34K in Q1 2016.
368 funds tracked by Wall St. Rank held Mattel as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.