Gary Goldberg Planning Services’s Mueller Industries MLI Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$55K	Sell	6,488 -2,208	-25%	-$17.5K	0.02%	201
2014 Q3	$62K	Buy	8,696 +132	+2%	+$957	0.03%	192
2014 Q2	$63K	Buy	8,564 +12	+0.1%	+$87	0.03%	194
2014 Q1	$64K	Buy	8,552 +8	+0.1%	+$61	0.03%	197
2013 Q4	$67K	Buy	8,544 +336	+4%	+$2.5K	0.04%	175
2013 Q3	$57K	Buy	8,208 +5,248	+177%	+$36.1K	0.03%	181
2013 Q2	$19K	Buy	+2,960	New	+$19.2K	0.01%	249

Other funds holding MLI

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gary Goldberg Planning Services's MLI Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Mueller Industries (MLI) stake by 25% in Q4 2014, selling an estimated $17.5K and leaving 6,488 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #201.

Gary Goldberg Planning Services first reported a position in MLI in Q2 2013 and has held it in 7 quarters since. The position peaked at $67K in Q4 2013. 151 funds tracked by Wall St. Rank hold MLI as of Q4 2014.

Gary Goldberg Planning Services held 6,488 shares of Mueller Industries worth $55K as of Q4 2014.
Gary Goldberg Planning Services sold 2,208 Mueller Industries shares in Q4 2014, an estimated $17.5K.
Mueller Industries made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #201 holding.
Gary Goldberg Planning Services first reported a position in Mueller Industries in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Mueller Industries position peaked at $67K in Q4 2013.
151 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.