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Freestone Capital Holdings’s Mueller Water Products MWA Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-800
Closed -$9.9K – 845
2020
Q4 		$9.9K Hold
800
– – ﹤0.01% 862
2020
Q3 		$8.31K Buy
+800
New +$8.35K ﹤0.01% 779

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NI
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T. Rowe Price Associates
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Franklin Resources
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
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Freestone Capital Holdings's MWA Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Mueller Water Products (MWA) in Q1 2021, closing a stake of 800 shares — an estimated $9.9K sold.

Freestone Capital Holdings first reported a position in MWA in Q3 2020 and held it in 2 quarters. The position peaked at $9.9K in Q4 2020. 224 funds tracked by Wall St. Rank hold MWA as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Mueller Water Products position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 800 Mueller Water Products shares in Q1 2021, an estimated $9.9K.
  • Freestone Capital Holdings first reported a position in Mueller Water Products in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Mueller Water Products position peaked at $9.9K in Q4 2020.
  • 224 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.