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Sowell Financial Services’s Mueller Water Products MWA Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,083
Closed -$16K – 1921
2021
Q1 		$16K Buy
1,083
+244
+29% +$3.17K ﹤0.01% 2136
2020
Q4 		$10K Buy
839
+430
+105% +$4.94K ﹤0.01% 2014
2020
Q3 		$4K Buy
409
+404
+8,080% +$4.21K ﹤0.01% 2063
2020
Q2 		$0 Buy
+5
New +$45 ﹤0.01% 2590

Other funds holding MWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Sowell Financial Services's MWA Position: Q2 2021 in Review

Sowell Financial Services sold out of Mueller Water Products (MWA) in Q2 2021, closing a stake of 1,083 shares — an estimated $16K sold.

Sowell Financial Services first reported a position in MWA in Q2 2020 and held it in 4 quarters. The position peaked at $16K in Q1 2021. 234 funds tracked by Wall St. Rank hold MWA as of Q2 2021.

  • Sowell Financial Services reported no remaining Mueller Water Products position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,083 Mueller Water Products shares in Q2 2021, an estimated $16K.
  • Sowell Financial Services first reported a position in Mueller Water Products in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Mueller Water Products position peaked at $16K in Q1 2021.
  • 234 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.