Oak Point Wealth Management’s Mattel MAT Stock Holding History

Oak Point 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	-103	Closed	-$2K	–	232
2017 Q4	$2K	Buy	+103	New	+$1.63K	﹤0.01%	196

Other funds holding MAT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oak Point Wealth Management's MAT Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Mattel (MAT) in Q1 2018, closing a stake of 103 shares — an estimated $2K sold.

Oak Point Wealth Management first reported a position in MAT in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 413 funds tracked by Wall St. Rank hold MAT as of Q1 2018.

Oak Point Wealth Management reported no remaining Mattel position as of Q1 2018 after selling out during the quarter.
Oak Point Wealth Management sold 103 Mattel shares in Q1 2018, an estimated $2K.
Oak Point Wealth Management first reported a position in Mattel in Q4 2017 and held it in 1 quarter.
Oak Point Wealth Management's Mattel position peaked at $2K in Q4 2017.
413 funds tracked by Wall St. Rank held Mattel as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.