WA
MWA icon

WFG Advisors’s Mueller Water Products MWA Stock Holding History

WFG 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
2017
Q2 		$600K Buy
51,342
+7,133
+16% +$82K 0.14% 176
2017
Q1 		$523K Sell
44,209
-14,546
-25% -$185K 0.14% 164
2016
Q4 		$782K Sell
58,755
-1,377
-2% -$17.7K 0.19% 135
2016
Q3 		$755K Sell
60,132
-1,018
-2% -$12.2K 0.19% 129
2016
Q2 		$698K Buy
61,150
+46,094
+306% +$492K 0.19% 130
2016
Q1 		$149K Sell
15,056
-3,256
-18% -$27.8K 0.04% 384
2015
Q4 		$157K Sell
18,312
-5,282
-22% -$46.1K 0.05% 352
2015
Q3 		$181K Sell
23,594
-18,276
-44% -$157K 0.06% 313
2015
Q2 		$381K Sell
41,870
-5,487
-12% -$52.9K 0.11% 211
2015
Q1 		$466K Sell
47,357
-3,126
-6% -$29.9K 0.13% 185
2014
Q4 		$517K Buy
50,483
+2,080
+4% +$19.7K 0.1% 215
2014
Q3 		$401K Sell
48,403
-4,021
-8% -$34.8K 0.08% 305
2014
Q2 		$453K Sell
52,424
-2,988
-5% -$26.5K 0.08% 273
2014
Q1 		$526K Sell
55,412
-6,949
-11% -$63.8K 0.11% 234
2013
Q4 		$584K Sell
62,361
-34,188
-35% -$292K 0.08% 280
2013
Q3 		$771K Buy
+96,549
New +$744K 0.12% 198

Other funds holding MWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

WFG Advisors's MWA Position: Q2 2017 in Review

WFG Advisors increased its Mueller Water Products (MWA) stake by 16% in Q2 2017, buying an estimated $82K and bringing the position to 51,342 shares worth $600K. The position accounts for 0.14% of the portfolio, ranked #176.

WFG Advisors first reported a position in MWA in Q3 2013 and has held it in 16 quarters since. The position peaked at $782K in Q4 2016. 200 funds tracked by Wall St. Rank hold MWA as of Q2 2017.

  • WFG Advisors held 51,342 shares of Mueller Water Products worth $600K as of Q2 2017.
  • WFG Advisors bought 7,133 Mueller Water Products shares in Q2 2017, an estimated $82K.
  • Mueller Water Products made up 0.14% of WFG Advisors's portfolio in Q2 2017, its #176 holding.
  • WFG Advisors first reported a position in Mueller Water Products in Q3 2013 and has held it in 16 quarters since.
  • WFG Advisors's Mueller Water Products position peaked at $782K in Q4 2016.
  • 200 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.