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Endurance Wealth Management’s Mueller Industries MLI Stock Holding History

Endurance Wealth 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
Q4 		– Sell
-800
Closed -$6K – 525
2019
Q3 		$6K Buy
+800
New +$5.61K ﹤0.01% 447

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Vanguard Group
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GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Endurance Wealth Management's MLI Position: Q4 2019 in Review

Endurance Wealth Management sold out of Mueller Industries (MLI) in Q4 2019, closing a stake of 800 shares — an estimated $6K sold.

Endurance Wealth Management first reported a position in MLI in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 199 funds tracked by Wall St. Rank hold MLI as of Q4 2019.

  • Endurance Wealth Management reported no remaining Mueller Industries position as of Q4 2019 after selling out during the quarter.
  • Endurance Wealth Management sold 800 Mueller Industries shares in Q4 2019, an estimated $6K.
  • Endurance Wealth Management first reported a position in Mueller Industries in Q3 2019 and held it in 1 quarter.
  • Endurance Wealth Management's Mueller Industries position peaked at $6K in Q3 2019.
  • 199 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2019.

Based on Endurance Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.