Winch Advisory Services’s Mattel MAT Stock Holding History

Winch Advisory Services’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 Q1	–	Sell	-115	Closed	-$3K	–	303
2016 Q4	$3K	Sell	115 -66	-36%	-$2.01K	﹤0.01%	210
2016 Q3	$5K	Buy	181 +2	+1%	+$65	﹤0.01%	192
2016 Q2	$6K	Buy	+179	New	+$5.68K	0.01%	174
2016 Q1	–	Sell	-2,414	Closed	-$66K	–	265
2015 Q4	$66K	Buy	+2,414	New	+$59.4K	0.07%	43

Other funds holding MAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Winch Advisory Services's MAT Position: Q1 2017 in Review

Winch Advisory Services sold out of Mattel (MAT) in Q1 2017, closing a stake of 115 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in MAT in Q4 2015 and held it in 4 quarters. The position peaked at $66K in Q4 2015. 544 funds tracked by Wall St. Rank hold MAT as of Q1 2017.

Winch Advisory Services reported no remaining Mattel position as of Q1 2017 after selling out during the quarter.
Winch Advisory Services sold 115 Mattel shares in Q1 2017, an estimated $3K.
Winch Advisory Services first reported a position in Mattel in Q4 2015 and held it in 4 quarters.
Winch Advisory Services's Mattel position peaked at $66K in Q4 2015.
544 funds tracked by Wall St. Rank held Mattel as of Q1 2017.

Based on Winch Advisory Services's 13F filing for Q1 2017, filed 1 May 2017.