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Avantax Planning Partners’s Mueller Industries MLI Stock Holding History

Avantax Planning Partners’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-764
Closed -$5K – 977
2018
Q1 		$5K Buy
+764
New +$5.77K ﹤0.01% 1331

Other funds holding MLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Avantax Planning Partners's MLI Position: Q2 2018 in Review

Avantax Planning Partners sold out of Mueller Industries (MLI) in Q2 2018, closing a stake of 764 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in MLI in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 161 funds tracked by Wall St. Rank hold MLI as of Q2 2018.

  • Avantax Planning Partners reported no remaining Mueller Industries position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 764 Mueller Industries shares in Q2 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Mueller Industries in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Mueller Industries position peaked at $5K in Q1 2018.
  • 161 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.