EWM
MLI icon

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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 $501B 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