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Avantax Planning Partners’s Mueller Water Products MWA Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-25
Closed – – 866
2018
Q3 		$0 Buy
+25
New +$296 ﹤0.01% 1462
2018
Q2 		– Sell
-25
Closed – – 1013
2018
Q1 		$0 Buy
+25
New +$288 ﹤0.01% 1849

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EARNEST Partners
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Norges Bank
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SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Avantax Planning Partners's MWA Position: Q4 2018 in Review

Avantax Planning Partners sold out of Mueller Water Products (MWA) in Q4 2018, closing a stake of 25 shares.

Avantax Planning Partners first reported a position in MWA in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 222 funds tracked by Wall St. Rank hold MWA as of Q4 2018.

  • Avantax Planning Partners reported no remaining Mueller Water Products position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 25 Mueller Water Products shares in Q4 2018.
  • Avantax Planning Partners first reported a position in Mueller Water Products in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Mueller Water Products position peaked at $0 in Q3 2018.
  • 222 funds tracked by Wall St. Rank held Mueller Water Products as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.