RIA
MLI icon

Regal Investment Advisors’s Mueller Industries MLI Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-1,324
Closed -$9K – 645
2015
Q3 		$9K Sell
1,324
-744
-36% -$5.92K ﹤0.01% 717
2015
Q2 		$17K Sell
2,068
-323,792
-99% -$2.89M ﹤0.01% 579
2015
Q1 		$2.94M Buy
+325,860
New +$2.77M 0.73% 42

Other funds holding MLI

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's MLI Position: Q4 2015 in Review

Regal Investment Advisors sold out of Mueller Industries (MLI) in Q4 2015, closing a stake of 1,324 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in MLI in Q1 2015 and held it in 3 quarters. The position peaked at $2.94M in Q1 2015. 176 funds tracked by Wall St. Rank hold MLI as of Q4 2015.

  • Regal Investment Advisors reported no remaining Mueller Industries position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,324 Mueller Industries shares in Q4 2015, an estimated $9K.
  • Regal Investment Advisors first reported a position in Mueller Industries in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's Mueller Industries position peaked at $2.94M in Q1 2015.
  • 176 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.