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Sheets Smith Wealth Management’s Mueller Water Products MWA Stock Holding History

Sheets Smith 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
2017
Q1 		– Sell
-66,891
Closed -$890K – 300
2016
Q4 		$890K Sell
66,891
-4,073
-6% -$52.3K 0.25% 111
2016
Q3 		$891K Sell
70,964
-3,150
-4% -$37.7K 0.25% 114
2016
Q2 		$846K Buy
+74,114
New +$791K 0.25% 133

Other funds holding MWA

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Sheets Smith Wealth Management's MWA Position: Q1 2017 in Review

Sheets Smith Wealth Management sold out of Mueller Water Products (MWA) in Q1 2017, closing a stake of 66,891 shares — an estimated $890K sold.

Sheets Smith Wealth Management first reported a position in MWA in Q2 2016 and held it in 3 quarters. The position peaked at $891K in Q3 2016. 240 funds tracked by Wall St. Rank hold MWA as of Q1 2017.

  • Sheets Smith Wealth Management reported no remaining Mueller Water Products position as of Q1 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 66,891 Mueller Water Products shares in Q1 2017, an estimated $890K.
  • Sheets Smith Wealth Management first reported a position in Mueller Water Products in Q2 2016 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Mueller Water Products position peaked at $891K in Q3 2016.
  • 240 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2017, filed 10 Apr 2017.