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Lenox Wealth Advisors’s Mueller Industries MLI Stock Holding History

Lenox Wealth Advisors’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
2020
Q2 		– Sell
-348
Closed -$2K – 720
2020
Q1 		$2K Hold
348
– – ﹤0.01% 599
2019
Q4 		$3K Hold
348
– – ﹤0.01% 550
2019
Q3 		$2K Buy
+348
New +$2.44K ﹤0.01% 511

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Lenox Wealth Advisors's MLI Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Mueller Industries (MLI) in Q2 2020, closing a stake of 348 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in MLI in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 186 funds tracked by Wall St. Rank hold MLI as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Mueller Industries position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 348 Mueller Industries shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Mueller Industries in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Mueller Industries position peaked at $3K in Q4 2019.
  • 186 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.