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Sonora Investment Management’s Mueller Industries MLI Stock Holding History

Sonora Investment Management’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
-1,528
Closed -$12K – 1008
2015
Q3 		$12K Buy
+1,528
New +$12.2K ﹤0.01% 439

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 $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $408B AUM 30.18% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sonora Investment Management's MLI Position: Q4 2015 in Review

Sonora Investment Management sold out of Mueller Industries (MLI) in Q4 2015, closing a stake of 1,528 shares — an estimated $12K sold.

Sonora Investment Management first reported a position in MLI in Q3 2015 and held it in 1 quarter. The position peaked at $12K in Q3 2015. 175 funds tracked by Wall St. Rank hold MLI as of Q4 2015.

  • Sonora Investment Management reported no remaining Mueller Industries position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 1,528 Mueller Industries shares in Q4 2015, an estimated $12K.
  • Sonora Investment Management first reported a position in Mueller Industries in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Mueller Industries position peaked at $12K in Q3 2015.
  • 175 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.