Evercore Wealth Management’s Mueller Industries MLI Stock Holding History

Evercore 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
2018 Q1	–	Sell	-4,000	Closed	-$35K	–	625
2017 Q4	$35K	Hold	4,000	–	–	﹤0.01%	633
2017 Q3	$35K	Hold	4,000	–	–	﹤0.01%	621
2017 Q2	$30K	Hold	4,000	–	–	﹤0.01%	649
2017 Q1	$34K	Sell	4,000 -2,000	-33%	-$19.5K	﹤0.01%	667
2016 Q4	$60K	Sell	6,000 -2,336	-28%	-$20.6K	﹤0.01%	571
2016 Q3	$68K	Sell	8,336 -1,504	-15%	-$12.7K	﹤0.01%	545
2016 Q2	$78K	Hold	9,840	–	–	﹤0.01%	502
2016 Q1	$72K	Hold	9,840	–	–	﹤0.01%	507
2015 Q4	$67K	Buy	+9,840	New	+$74.6K	﹤0.01%	543

Other funds holding MLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Evercore Wealth Management's MLI Position: Q1 2018 in Review

Evercore Wealth Management sold out of Mueller Industries (MLI) in Q1 2018, closing a stake of 4,000 shares — an estimated $35K sold.

Evercore Wealth Management first reported a position in MLI in Q4 2015 and held it in 9 quarters. The position peaked at $78K in Q2 2016. 164 funds tracked by Wall St. Rank hold MLI as of Q1 2018.

Evercore Wealth Management reported no remaining Mueller Industries position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 4,000 Mueller Industries shares in Q1 2018, an estimated $35K.
Evercore Wealth Management first reported a position in Mueller Industries in Q4 2015 and held it in 9 quarters.
Evercore Wealth Management's Mueller Industries position peaked at $78K in Q2 2016.
164 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.