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Bruderman Asset Management’s Mueller Industries MLI Stock Holding History

Bruderman Asset Management’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
2019
Q2 		– Sell
-548
Closed -$4K – 387
2019
Q1 		$4K Hold
548
– – ﹤0.01% 516
2018
Q4 		$3K Buy
548
+4
+0.7% +$25 ﹤0.01% 544
2018
Q3 		$4K Hold
544
– – ﹤0.01% 317
2018
Q2 		$4K Sell
544
-1,536
-74% -$11.1K ﹤0.01% 332
2018
Q1 		$14K Buy
+2,080
New +$15.7K ﹤0.01% 282
2017
Q3 		– Sell
-8,336
Closed -$63K – 244
2017
Q2 		$63K Buy
+8,336
New +$64.4K 0.02% 187
2017
Q1 		– Sell
-7,760
Closed -$78K – 244
2016
Q4 		$78K Buy
7,760
+12
+0.2% +$106 0.02% 167
2016
Q3 		$63K Buy
7,748
+12
+0.2% +$101 0.02% 179
2016
Q2 		$62K Sell
7,736
-448
-5% -$3.46K 0.02% 188
2016
Q1 		$60K Sell
8,184
-696
-8% -$4.59K 0.02% 184
2015
Q4 		$60K Sell
8,880
-5,500
-38% -$41.7K 0.02% 195
2015
Q3 		$106K Buy
14,380
+7,876
+121% +$62.7K 0.04% 144
2015
Q2 		$56K Buy
6,504
+8
+0.1% +$71 0.02% 208
2015
Q1 		$59K Buy
+6,496
New +$55.2K 0.02% 196

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bruderman Asset Management's MLI Position: Q2 2019 in Review

Bruderman Asset Management sold out of Mueller Industries (MLI) in Q2 2019, closing a stake of 548 shares — an estimated $4K sold.

Bruderman Asset Management first reported a position in MLI in Q1 2015 and held it in 14 quarters. The position peaked at $106K in Q3 2015. 184 funds tracked by Wall St. Rank hold MLI as of Q2 2019.

  • Bruderman Asset Management reported no remaining Mueller Industries position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 548 Mueller Industries shares in Q2 2019, an estimated $4K.
  • Bruderman Asset Management first reported a position in Mueller Industries in Q1 2015 and held it in 14 quarters.
  • Bruderman Asset Management's Mueller Industries position peaked at $106K in Q3 2015.
  • 184 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.