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Wealthfront’s Mueller Industries MLI Stock Holding History

Wealthfront’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
-984
Closed -$7K – 748
2015
Q3 		$7K Buy
984
+492
+100% +$3.92K ﹤0.01% 1048
2015
Q2 		$4K Buy
492
+336
+215% +$3K ﹤0.01% 1098
2015
Q1 		$1K Buy
156
+152
+3,800% +$1.29K ﹤0.01% 1116
2014
Q4 		$0 Buy
+4
New +$32 ﹤0.01% 865

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

Wealthfront's MLI Position: Q4 2015 in Review

Wealthfront sold out of Mueller Industries (MLI) in Q4 2015, closing a stake of 984 shares — an estimated $7K sold.

Wealthfront first reported a position in MLI in Q4 2014 and held it in 4 quarters. The position peaked at $7K in Q3 2015. 176 funds tracked by Wall St. Rank hold MLI as of Q4 2015.

  • Wealthfront reported no remaining Mueller Industries position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 984 Mueller Industries shares in Q4 2015, an estimated $7K.
  • Wealthfront first reported a position in Mueller Industries in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Mueller Industries position peaked at $7K in Q3 2015.
  • 176 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.