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Kelman-Lazarov Inc’s Mueller Industries MLI Stock Holding History

Kelman-Lazarov Inc’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
2016
Q4 		– Sell
-8,400
Closed -$67.3K – 339
2016
Q3 		$67.3K Buy
8,400
+5,600
+200% +$47.1K 0.04% 166
2016
Q2 		$22.5K Buy
+2,800
New +$21.6K 0.01% 230

Other funds holding MLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kelman-Lazarov Inc's MLI Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Mueller Industries (MLI) in Q4 2016, closing a stake of 8,400 shares — an estimated $67.3K sold.

Kelman-Lazarov Inc first reported a position in MLI in Q2 2016 and held it in 2 quarters. The position peaked at $67.3K in Q3 2016. 165 funds tracked by Wall St. Rank hold MLI as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Mueller Industries position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 8,400 Mueller Industries shares in Q4 2016, an estimated $67.3K.
  • Kelman-Lazarov Inc first reported a position in Mueller Industries in Q2 2016 and held it in 2 quarters.
  • Kelman-Lazarov Inc's Mueller Industries position peaked at $67.3K in Q3 2016.
  • 165 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.