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Oak Point Wealth Management’s Mueller Water Products MWA Stock Holding History

Oak Point Wealth Management’s Portfolio MWA Stock Details MWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$12K Hold
1,131
– – 0.01% 145
2017
Q4 		$14K Buy
+1,131
New +$13.9K 0.01% 137

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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Oak Point Wealth Management's MWA Position: Q1 2018 in Review

Oak Point Wealth Management held its Mueller Water Products (MWA) position steady in Q1 2018 at 1,131 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #145.

Oak Point Wealth Management first reported a position in MWA in Q4 2017 and has held it in 2 quarters since. The position peaked at $14K in Q4 2017. 210 funds tracked by Wall St. Rank hold MWA as of Q1 2018.

  • Oak Point Wealth Management held 1,131 shares of Mueller Water Products worth $12K as of Q1 2018.
  • Oak Point Wealth Management left its Mueller Water Products share count unchanged in Q1 2018.
  • Mueller Water Products made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #145 holding.
  • Oak Point Wealth Management first reported a position in Mueller Water Products in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Mueller Water Products position peaked at $14K in Q4 2017.
  • 210 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.