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First Personal Financial Services’s Mueller Industries MLI Stock Holding History

First Personal Financial Services’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
2016
Q4 		– Sell
-216
Closed -$2K – 931
2016
Q3 		$2K Buy
+216
New +$1.82K ﹤0.01% 768

Other funds holding MLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

First Personal Financial Services's MLI Position: Q4 2016 in Review

First Personal Financial Services sold out of Mueller Industries (MLI) in Q4 2016, closing a stake of 216 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in MLI in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 165 funds tracked by Wall St. Rank hold MLI as of Q4 2016.

  • First Personal Financial Services reported no remaining Mueller Industries position as of Q4 2016 after selling out during the quarter.
  • First Personal Financial Services sold 216 Mueller Industries shares in Q4 2016, an estimated $2K.
  • First Personal Financial Services first reported a position in Mueller Industries in Q3 2016 and held it in 1 quarter.
  • First Personal Financial Services's Mueller Industries position peaked at $2K in Q3 2016.
  • 165 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2016.

Based on First Personal Financial Services's 13F filing for Q4 2016, filed 3 Feb 2017.