EWM
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Evercore Wealth Management’s Mattel MAT Stock Holding History

Evercore Wealth Management’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
Q1 		– Sell
-100
Closed -$2K – 611
2017
Q4 		$2K Hold
100
– – ﹤0.01% 889
2017
Q3 		$2K Hold
100
– – ﹤0.01% 880
2017
Q2 		$2K Hold
100
– – ﹤0.01% 940
2017
Q1 		$3K Sell
100
-37
-27% -$991 ﹤0.01% 928
2016
Q4 		$4K Buy
137
+37
+37% +$1.13K ﹤0.01% 906
2016
Q3 		$3K Hold
100
– – ﹤0.01% 979
2016
Q2 		$3K Hold
100
– – ﹤0.01% 980
2016
Q1 		$3K Hold
100
– – ﹤0.01% 904
2015
Q4 		$3K Hold
100
– – ﹤0.01% 965
2015
Q3 		$2K Sell
100
-4,246
-98% -$99.3K ﹤0.01% 928
2015
Q2 		$113K Buy
4,346
+3,027
+229% +$79.7K 0.01% 503
2015
Q1 		$30K Buy
1,319
+19
+1% +$504 ﹤0.01% 716
2014
Q4 		$40K Hold
1,300
– – ﹤0.01% 574
2014
Q3 		$40K Sell
1,300
-85
-6% -$3.01K ﹤0.01% 643
2014
Q2 		$54K Sell
1,385
-499
-26% -$19.4K ﹤0.01% 602
2014
Q1 		$74K Buy
1,884
+42
+2% +$1.67K ﹤0.01% 531
2013
Q4 		$88K Buy
1,842
+246
+15% +$11K ﹤0.01% 475
2013
Q3 		$67K Buy
1,596
+96
+6% +$4.11K ﹤0.01% 536
2013
Q2 		$68K Buy
+1,500
New +$67.1K ﹤0.01% 528

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evercore Wealth Management's MAT Position: Q1 2018 in Review

Evercore Wealth Management sold out of Mattel (MAT) in Q1 2018, closing a stake of 100 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in MAT in Q2 2013 and held it in 19 quarters. The position peaked at $113K in Q2 2015. 413 funds tracked by Wall St. Rank hold MAT as of Q1 2018.

  • Evercore Wealth Management reported no remaining Mattel position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 100 Mattel shares in Q1 2018, an estimated $2K.
  • Evercore Wealth Management first reported a position in Mattel in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Mattel position peaked at $113K in Q2 2015.
  • 413 funds tracked by Wall St. Rank held Mattel as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.