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Advisory Research’s Mueller Water Products MWA Stock Holding History

Advisory Research’s Portfolio MWA Stock Details MWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-35,905
Closed -$373K – 335
2020
Q3 		$373K Buy
+35,905
New +$375K 0.04% 252

Other funds holding MWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Advisory Research's MWA Position: Q4 2020 in Review

Advisory Research sold out of Mueller Water Products (MWA) in Q4 2020, closing a stake of 35,905 shares — an estimated $373K sold.

Advisory Research first reported a position in MWA in Q3 2020 and held it in 1 quarter. The position peaked at $373K in Q3 2020. 216 funds tracked by Wall St. Rank hold MWA as of Q4 2020.

  • Advisory Research reported no remaining Mueller Water Products position as of Q4 2020 after selling out during the quarter.
  • Advisory Research sold 35,905 Mueller Water Products shares in Q4 2020, an estimated $373K.
  • Advisory Research first reported a position in Mueller Water Products in Q3 2020 and held it in 1 quarter.
  • Advisory Research's Mueller Water Products position peaked at $373K in Q3 2020.
  • 216 funds tracked by Wall St. Rank held Mueller Water Products as of Q4 2020.

Based on Advisory Research's 13F filing for Q4 2020, filed 12 Feb 2021.