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United Capital Financial Advisors’s Mueller Water Products MWA Stock Holding History

United Capital Financial Advisors’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 		– Sell
-30,098
Closed -$377K – 1341
2017
Q4 		$377K Sell
30,098
-2,452
-8% -$30.2K ﹤0.01% 1042
2017
Q3 		$417K Buy
+32,550
New +$386K ﹤0.01% 1012

Other funds holding MWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

United Capital Financial Advisors's MWA Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Mueller Water Products (MWA) in Q1 2018, closing a stake of 30,098 shares — an estimated $377K sold.

United Capital Financial Advisors first reported a position in MWA in Q3 2017 and held it in 2 quarters. The position peaked at $417K in Q3 2017. 210 funds tracked by Wall St. Rank hold MWA as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Mueller Water Products position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 30,098 Mueller Water Products shares in Q1 2018, an estimated $377K.
  • United Capital Financial Advisors first reported a position in Mueller Water Products in Q3 2017 and held it in 2 quarters.
  • United Capital Financial Advisors's Mueller Water Products position peaked at $417K in Q3 2017.
  • 210 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.