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Hefty Wealth Partners’s Mattel MAT Stock Holding History

Hefty Wealth Partners’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
2017
Q3 		– Sell
-702
Closed -$15K – 261
2017
Q2 		$15K Hold
702
– – 0.01% 152
2017
Q1 		$17K Sell
702
-23,437
-97% -$628K 0.01% 156
2016
Q4 		$665K Sell
24,139
-7,240
-23% -$220K 0.56% 51
2016
Q3 		$950K Sell
31,379
-27,967
-47% -$914K 0.72% 51
2016
Q2 		$1.86M Buy
59,346
+33,138
+126% +$1.05M 1.53% 19
2016
Q1 		$881K Buy
26,208
+9,671
+58% +$294K 0.82% 45
2015
Q4 		$449K Buy
+16,537
New +$407K 0.43% 76

Other funds holding MAT

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Primecap Management
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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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Hefty Wealth Partners's MAT Position: Q3 2017 in Review

Hefty Wealth Partners sold out of Mattel (MAT) in Q3 2017, closing a stake of 702 shares — an estimated $15K sold.

Hefty Wealth Partners first reported a position in MAT in Q4 2015 and held it in 7 quarters. The position peaked at $1.86M in Q2 2016. 432 funds tracked by Wall St. Rank hold MAT as of Q3 2017.

  • Hefty Wealth Partners reported no remaining Mattel position as of Q3 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 702 Mattel shares in Q3 2017, an estimated $15K.
  • Hefty Wealth Partners first reported a position in Mattel in Q4 2015 and held it in 7 quarters.
  • Hefty Wealth Partners's Mattel position peaked at $1.86M in Q2 2016.
  • 432 funds tracked by Wall St. Rank held Mattel as of Q3 2017.

Based on Hefty Wealth Partners's 13F filing for Q3 2017, filed 2 Oct 2017.