JWA
MLR icon

JFS Wealth Advisors’s Miller Industries MLR Stock Holding History

JFS Wealth Advisors’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,559
Closed -$34K – 648
2015
Q4 		$34K Hold
1,559
– – 0.01% 277
2015
Q3 		$30K Buy
+1,559
New +$30.8K 0.01% 245
2015
Q2 		– Sell
-1,559
Closed -$38K – 515
2015
Q1 		$38K Buy
+1,559
New +$33.5K 0.02% 207

Other funds holding MLR

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JFS Wealth Advisors's MLR Position: Q1 2016 in Review

JFS Wealth Advisors sold out of Miller Industries (MLR) in Q1 2016, closing a stake of 1,559 shares — an estimated $34K sold.

JFS Wealth Advisors first reported a position in MLR in Q1 2015 and held it in 3 quarters. The position peaked at $38K in Q1 2015. 84 funds tracked by Wall St. Rank hold MLR as of Q1 2016.

  • JFS Wealth Advisors reported no remaining Miller Industries position as of Q1 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,559 Miller Industries shares in Q1 2016, an estimated $34K.
  • JFS Wealth Advisors first reported a position in Miller Industries in Q1 2015 and held it in 3 quarters.
  • JFS Wealth Advisors's Miller Industries position peaked at $38K in Q1 2015.
  • 84 funds tracked by Wall St. Rank held Miller Industries as of Q1 2016.

Based on JFS Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.