OWP
Obermeyer Wealth Partners’s Mattel MAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-286,999
| Closed | -$6.56M | – | 132 |
|
|
2015
Q1 | $6.56M | Buy |
286,999
+9,194
| +3% | +$210K | 0.54% | 52 |
|
|
2014
Q4 | $8.6M | Sell |
277,805
-25,965
| -9% | -$804K | 0.78% | 47 |
|
|
2014
Q3 | $9.31M | Buy |
303,770
+1,250
| +0.4% | +$38.3K | 2.29% | 24 |
|
|
2014
Q2 | $11.8M | Buy |
+302,520
| New | +$11.8M | 2.87% | 22 |
|