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Advisor Group’s MBIA MBI Stock Holding History

Advisor Group’s Portfolio MBI Stock Details MBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$51K Buy
5,443
+84
+2% +$799 ﹤0.01% 3402
2019
Q3 		$50K Sell
5,359
-836
-13% -$7.82K ﹤0.01% 3395
2019
Q2 		$57K Buy
6,195
+414
+7% +$3.86K ﹤0.01% 3267
2019
Q1 		$55K Buy
5,781
+109
+2% +$1.07K ﹤0.01% 3317
2018
Q4 		$51K Sell
5,672
-181
-3% -$1.72K ﹤0.01% 3167
2018
Q3 		$62K Buy
5,853
+3,155
+117% +$32.3K ﹤0.01% 3124
2018
Q2 		$24K Hold
2,698
– – ﹤0.01% 3605
2018
Q1 		$25K Sell
2,698
-622
-19% -$5K ﹤0.01% 3546
2017
Q4 		$25K Buy
3,320
+110
+3% +$855 ﹤0.01% 3563
2017
Q3 		$28K Sell
3,210
-484
-13% -$4.86K ﹤0.01% 3363
2017
Q2 		$35K Sell
3,694
-108
-3% -$918 ﹤0.01% 3093
2017
Q1 		$32K Sell
3,802
-1,184
-24% -$11.9K ﹤0.01% 3035
2016
Q4 		$53K Buy
4,986
+219
+5% +$2.02K ﹤0.01% 2582
2016
Q3 		$37K Buy
4,767
+62
+1% +$488 ﹤0.01% 2755
2016
Q2 		$30K Buy
+4,705
New +$35K ﹤0.01% 2783

Other funds holding MBI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return

Advisor Group's MBI Position: Q4 2019 in Review

Advisor Group increased its MBIA (MBI) stake by 1.6% in Q4 2019, buying an estimated $799 and bringing the position to 5,443 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #3402.

Advisor Group first reported a position in MBI in Q2 2016 and has held it in 15 quarters since. The position peaked at $62K in Q3 2018. 148 funds tracked by Wall St. Rank hold MBI as of Q4 2019.

  • Advisor Group held 5,443 shares of MBIA worth $51K as of Q4 2019.
  • Advisor Group bought 84 MBIA shares in Q4 2019, an estimated $799.
  • MBIA made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3402 holding.
  • Advisor Group first reported a position in MBIA in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's MBIA position peaked at $62K in Q3 2018.
  • 148 funds tracked by Wall St. Rank held MBIA as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.