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HL Financial Services’s Mueller Industries MLI Stock Holding History

HL 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
2014
Q4 		– Sell
-35,344
Closed -$252K – 689
2014
Q3 		$252K Sell
35,344
-512
-1% -$3.71K 0.01% 594
2014
Q2 		$264K Sell
35,856
-1,800
-5% -$13.1K 0.01% 591
2014
Q1 		$282K Sell
37,656
-7,088
-16% -$54.4K 0.01% 553
2013
Q4 		$352K Buy
44,744
+5,888
+15% +$43.7K 0.01% 466
2013
Q3 		$270K Buy
+38,856
New +$268K 0.01% 490

Other funds holding MLI

GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HL Financial Services's MLI Position: Q4 2014 in Review

HL Financial Services sold out of Mueller Industries (MLI) in Q4 2014, closing a stake of 35,344 shares — an estimated $252K sold.

HL Financial Services first reported a position in MLI in Q3 2013 and held it in 5 quarters. The position peaked at $352K in Q4 2013. 152 funds tracked by Wall St. Rank hold MLI as of Q4 2014.

  • HL Financial Services reported no remaining Mueller Industries position as of Q4 2014 after selling out during the quarter.
  • HL Financial Services sold 35,344 Mueller Industries shares in Q4 2014, an estimated $252K.
  • HL Financial Services first reported a position in Mueller Industries in Q3 2013 and held it in 5 quarters.
  • HL Financial Services's Mueller Industries position peaked at $352K in Q4 2013.
  • 152 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2014.

Based on HL Financial Services's 13F filing for Q4 2014, filed 21 Jan 2015.