Icon Wealth Partners’s Mattel MAT Stock Holding History

Icon 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
2019 Q2	–	Sell	-149	Closed	-$2K	–	523
2019 Q1	$2K	Buy	+149	New	+$1.99K	﹤0.01%	833
2018 Q3	–	Sell	-316	Closed	-$5K	–	542
2018 Q2	$5K	Buy	+316	New	+$4.8K	﹤0.01%	760
2018 Q1	–	Sell	-1,245	Closed	-$19K	–	538
2017 Q4	$19K	Buy	+1,245	New	+$19.7K	0.01%	622

Other funds holding MAT

Primecap Management Pasadena, California $127B AUM 44.11% 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

EIG

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

SAM

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

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

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

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Icon Wealth Partners's MAT Position: Q2 2019 in Review

Icon Wealth Partners sold out of Mattel (MAT) in Q2 2019, closing a stake of 149 shares — an estimated $2K sold.

Icon Wealth Partners first reported a position in MAT in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q4 2017. 317 funds tracked by Wall St. Rank hold MAT as of Q2 2019.

Icon Wealth Partners reported no remaining Mattel position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 149 Mattel shares in Q2 2019, an estimated $2K.
Icon Wealth Partners first reported a position in Mattel in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Mattel position peaked at $19K in Q4 2017.
317 funds tracked by Wall St. Rank held Mattel as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.