AG
MBAI

Advisor Group’s Check-Cap MBAI Stock Holding History

Advisor Group’s Portfolio MBAI Stock Details MBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$0 Hold
8
– – ﹤0.01% 5319
2019
Q3 		$0 Hold
8
– – ﹤0.01% 5282
2019
Q2 		$0 Hold
8
– – ﹤0.01% 5236
2019
Q1 		$0 Hold
8
– – ﹤0.01% 5222
2018
Q4 		$0 Hold
8
– – ﹤0.01% 5114
2018
Q3 		$1K Hold
8
– – ﹤0.01% 4942
2018
Q2 		$1K Hold
8
– – ﹤0.01% 4779
2018
Q1 		$1K Hold
8
– – ﹤0.01% 4796
2017
Q4 		$2K Hold
8
– – ﹤0.01% 4667
2017
Q3 		$4K Hold
8
– – ﹤0.01% 4338
2017
Q2 		$4K Hold
8
– – ﹤0.01% 4307
2017
Q1 		$4K Buy
+8
New +$4.34K ﹤0.01% 4187

Other funds holding MBAI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $382M AUM 31.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.3B AUM 62.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DMK
David M. Knott $264M AUM 59.23% 1-Year Est. Return