Polaris Wealth Advisory Group’s Mattel MAT Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-100	Closed	-$2K	–	317
2018 Q3	$2K	Buy	+100	New	+$1.6K	﹤0.01%	483
2018 Q2	–	Sell	-100	Closed	-$1K	–	349
2018 Q1	$1K	Buy	+100	New	+$1.56K	﹤0.01%	449
2014 Q2	–	Sell	-300	Closed	-$12K	–	115
2014 Q1	$12K	Sell	300 -180	-38%	-$7.15K	﹤0.01%	124
2013 Q4	$23K	Buy	480 +180	+60%	+$8.02K	0.01%	119
2013 Q3	$12.6K	Hold	300	–	–	﹤0.01%	115
2013 Q2	$13.6K	Buy	+300	New	+$13.4K	0.01%	122

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

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

EIG

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

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

Polaris Wealth Advisory Group's MAT Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Mattel (MAT) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

Polaris Wealth Advisory Group first reported a position in MAT in Q2 2013 and held it in 6 quarters. The position peaked at $23K in Q4 2013. 368 funds tracked by Wall St. Rank hold MAT as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Mattel position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 100 Mattel shares in Q4 2018, an estimated $2K.
Polaris Wealth Advisory Group first reported a position in Mattel in Q2 2013 and held it in 6 quarters.
Polaris Wealth Advisory Group's Mattel position peaked at $23K in Q4 2013.
368 funds tracked by Wall St. Rank held Mattel as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.