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Wealthspire Advisors (Maryland)’s Mueller Industries MLI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-4,676
Closed -$37K – 1389
2019
Q1 		$37K Sell
4,676
-876
-16% -$6.45K ﹤0.01% 1020
2018
Q4 		$32K Sell
5,552
-80
-1% -$496 ﹤0.01% 1027
2018
Q3 		$41K Buy
5,632
+208
+4% +$1.6K ﹤0.01% 1035
2018
Q2 		$40K Buy
5,424
+1,248
+30% +$9.03K ﹤0.01% 1065
2018
Q1 		$27K Sell
4,176
-412
-9% -$3.11K ﹤0.01% 1201
2017
Q4 		$41K Buy
4,588
+308
+7% +$2.69K ﹤0.01% 1086
2017
Q3 		$37K Buy
4,280
+668
+18% +$5.12K ﹤0.01% 1080
2017
Q2 		$27K Hold
3,612
– – ﹤0.01% 1157
2017
Q1 		$31K Sell
3,612
-108
-3% -$1.05K ﹤0.01% 945
2016
Q4 		$37K Sell
3,720
-728
-16% -$6.42K 0.01% 852
2016
Q3 		$36K Buy
4,448
+644
+17% +$5.42K 0.01% 875
2016
Q2 		$30K Buy
3,804
+636
+20% +$4.92K 0.01% 867
2016
Q1 		$23K Buy
3,168
+332
+12% +$2.19K ﹤0.01% 926
2015
Q4 		$19K Buy
+2,836
New +$21.5K ﹤0.01% 986

Other funds holding MLI

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MLI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Mueller Industries (MLI) in Q2 2019, closing a stake of 4,676 shares — an estimated $37K sold.

Wealthspire Advisors (Maryland) first reported a position in MLI in Q4 2015 and held it in 14 quarters. The position peaked at $41K in Q3 2018. 184 funds tracked by Wall St. Rank hold MLI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Mueller Industries position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,676 Mueller Industries shares in Q2 2019, an estimated $37K.
  • Wealthspire Advisors (Maryland) first reported a position in Mueller Industries in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Mueller Industries position peaked at $41K in Q3 2018.
  • 184 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.