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Wealthspire Advisors (Maryland)’s Mattel MAT Stock Holding History

Wealthspire Advisors (Maryland)’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
-2,818
Closed -$37K – 1353
2019
Q1 		$37K Sell
2,818
-13
-0.5% -$174 ﹤0.01% 1018
2018
Q4 		$28K Sell
2,831
-1,431
-34% -$19K ﹤0.01% 1086
2018
Q3 		$67K Buy
4,262
+2
+0% +$32 0.01% 857
2018
Q2 		$70K Buy
4,260
+1,004
+31% +$15.2K 0.01% 844
2018
Q1 		$43K Buy
3,256
+583
+22% +$9.09K ﹤0.01% 1041
2017
Q4 		$41K Buy
2,673
+846
+46% +$13.4K ﹤0.01% 1085
2017
Q3 		$28K Buy
1,827
+1,378
+307% +$24.6K ﹤0.01% 1181
2017
Q2 		$10K Sell
449
-447
-50% -$10.1K ﹤0.01% 1531
2017
Q1 		$23K Sell
896
-259
-22% -$6.94K ﹤0.01% 1035
2016
Q4 		$32K Buy
1,155
+131
+13% +$3.98K ﹤0.01% 892
2016
Q3 		$31K Sell
1,024
-52
-5% -$1.7K ﹤0.01% 919
2016
Q2 		$34K Buy
1,076
+618
+135% +$19.6K 0.01% 823
2016
Q1 		$15K Buy
458
+4
+0.9% +$122 ﹤0.01% 1069
2015
Q4 		$12K Buy
+454
New +$11.2K ﹤0.01% 1147

Other funds holding MAT

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MAT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Mattel (MAT) in Q2 2019, closing a stake of 2,818 shares — an estimated $37K sold.

Wealthspire Advisors (Maryland) first reported a position in MAT in Q4 2015 and held it in 14 quarters. The position peaked at $70K in Q2 2018. 317 funds tracked by Wall St. Rank hold MAT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Mattel position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,818 Mattel shares in Q2 2019, an estimated $37K.
  • Wealthspire Advisors (Maryland) first reported a position in Mattel in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Mattel position peaked at $70K in Q2 2018.
  • 317 funds tracked by Wall St. Rank held Mattel as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.