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Clear Perspective Advisors’s Mattel MAT Stock Holding History

Clear Perspective 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
Q3 		– Sell
-535
Closed -$9K – 316
2018
Q2 		$9K Hold
535
– – 0.01% 378
2018
Q1 		$7K Sell
535
-500
-48% -$7.79K 0.01% 383
2017
Q4 		$16K Sell
1,035
-2,425
-70% -$38.4K 0.01% 312
2017
Q3 		$54K Buy
3,460
+535
+18% +$9.56K 0.04% 226
2017
Q2 		$63K Hold
2,925
– – 0.05% 202
2017
Q1 		$75K Hold
2,925
– – 0.05% 182
2016
Q4 		$81K Buy
+2,925
New +$89K 0.05% 172

Other funds holding MAT

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Clear Perspective Advisors's MAT Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Mattel (MAT) in Q3 2018, closing a stake of 535 shares — an estimated $9K sold.

Clear Perspective Advisors first reported a position in MAT in Q4 2016 and held it in 7 quarters. The position peaked at $81K in Q4 2016. 391 funds tracked by Wall St. Rank hold MAT as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Mattel position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 535 Mattel shares in Q3 2018, an estimated $9K.
  • Clear Perspective Advisors first reported a position in Mattel in Q4 2016 and held it in 7 quarters.
  • Clear Perspective Advisors's Mattel position peaked at $81K in Q4 2016.
  • 391 funds tracked by Wall St. Rank held Mattel as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.