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Kelly Lawrence W & Associates’s Mueller Industries MLI Stock Holding History

Kelly Lawrence W & Associates’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
2017
Q2 		– Sell
-8,800
Closed -$75K – 174
2017
Q1 		$75K Hold
8,800
– – 0.02% 117
2016
Q4 		$88K Hold
8,800
– – 0.02% 113
2016
Q3 		$71K Hold
8,800
– – 0.02% 122
2016
Q2 		$70K Buy
+8,800
New +$68K 0.02% 130

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kelly Lawrence W & Associates's MLI Position: Q2 2017 in Review

Kelly Lawrence W & Associates sold out of Mueller Industries (MLI) in Q2 2017, closing a stake of 8,800 shares — an estimated $75K sold.

Kelly Lawrence W & Associates first reported a position in MLI in Q2 2016 and held it in 4 quarters. The position peaked at $88K in Q4 2016. 167 funds tracked by Wall St. Rank hold MLI as of Q2 2017.

  • Kelly Lawrence W & Associates reported no remaining Mueller Industries position as of Q2 2017 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 8,800 Mueller Industries shares in Q2 2017, an estimated $75K.
  • Kelly Lawrence W & Associates first reported a position in Mueller Industries in Q2 2016 and held it in 4 quarters.
  • Kelly Lawrence W & Associates's Mueller Industries position peaked at $88K in Q4 2016.
  • 167 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2017.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2017, filed 1 Aug 2017.