Evercore Wealth Management’s Mueller Water Products MWA Stock Holding History

Evercore Wealth Management’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 Q1	–	Sell	-2,500	Closed	-$31K	–	640
2017 Q4	$31K	Hold	2,500	–	–	﹤0.01%	648
2017 Q3	$32K	Hold	2,500	–	–	﹤0.01%	631
2017 Q2	$29K	Sell	2,500 -735	-23%	-$8.44K	﹤0.01%	654
2017 Q1	$38K	Buy	3,235 +735	+29%	+$9.33K	﹤0.01%	641
2016 Q4	$33K	Buy	2,500 +1,000	+67%	+$12.8K	﹤0.01%	679
2016 Q3	$19K	Hold	1,500	–	–	﹤0.01%	781
2016 Q2	$17K	Buy	1,500 +200	+15%	+$2.13K	﹤0.01%	779
2016 Q1	$13K	Buy	+1,300	New	+$11.1K	﹤0.01%	777

Other funds holding MWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Evercore Wealth Management sold out of Mueller Water Products (MWA) in Q1 2018, closing a stake of 2,500 shares — an estimated $31K sold.

Evercore Wealth Management first reported a position in MWA in Q1 2016 and held it in 8 quarters. The position peaked at $38K in Q1 2017. 210 funds tracked by Wall St. Rank hold MWA as of Q1 2018.

Evercore Wealth Management reported no remaining Mueller Water Products position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,500 Mueller Water Products shares in Q1 2018, an estimated $31K.
Evercore Wealth Management first reported a position in Mueller Water Products in Q1 2016 and held it in 8 quarters.
Evercore Wealth Management's Mueller Water Products position peaked at $38K in Q1 2017.
210 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2018.

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