WFG Advisors’s Mattel MAT Stock Holding History

WFG Advisors’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
2017 Q2	$1K	Hold	27	–	–	﹤0.01%	1489
2017 Q1	$1K	Hold	27	–	–	﹤0.01%	1414
2016 Q4	$1K	Hold	27	–	–	﹤0.01%	1490
2016 Q3	$1K	Hold	27	–	–	﹤0.01%	1480
2016 Q2	$1K	Hold	27	–	–	﹤0.01%	1468
2016 Q1	$1K	Hold	27	–	–	﹤0.01%	1429
2015 Q4	$1K	Sell	27 -530	-95%	-$13K	﹤0.01%	1473
2015 Q3	$12K	Buy	557 +8	+1%	+$187	﹤0.01%	1047
2015 Q2	$14K	Sell	549 -38	-6%	-$1K	﹤0.01%	1087
2015 Q1	$13K	Sell	587 -2,065	-78%	-$54.8K	﹤0.01%	1126
2014 Q4	$82K	Sell	2,652 -2,742	-51%	-$84.3K	0.02%	703
2014 Q3	$165K	Sell	5,394 -783	-13%	-$27.7K	0.03%	500
2014 Q2	$241K	Buy	6,177 +2,538	+70%	+$98.5K	0.04%	412
2014 Q1	$146K	Buy	3,639 +1,686	+86%	+$66.9K	0.03%	513
2013 Q4	$93K	Buy	1,953 +51	+3%	+$2.27K	0.01%	771
2013 Q3	$80K	Buy	1,902 +1,580	+491%	+$67.6K	0.01%	772
2013 Q2	$15K	Buy	+322	New	+$14.4K	﹤0.01%	1318

Other funds holding MAT

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

T. Rowe Price Associates

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Fidelity Investments

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Parnassus Investments

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