AWM
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Alterna Wealth Management’s MGIC Investment MTG Stock Holding History

Alterna Wealth Management’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-15,502
Closed -$98K – 109
2020
Q1 		$98K Sell
15,502
-2,497
-14% -$30.2K 0.14% 67
2019
Q4 		$255K Buy
17,999
+1,239
+7% +$17.2K 0.28% 95
2019
Q3 		$211K Buy
+16,760
New +$216K 0.25% 105

Other funds holding MTG

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Alterna Wealth Management's MTG Position: Q2 2020 in Review

Alterna Wealth Management sold out of MGIC Investment (MTG) in Q2 2020, closing a stake of 15,502 shares — an estimated $98K sold.

Alterna Wealth Management first reported a position in MTG in Q3 2019 and held it in 3 quarters. The position peaked at $255K in Q4 2019. 311 funds tracked by Wall St. Rank hold MTG as of Q2 2020.

  • Alterna Wealth Management reported no remaining MGIC Investment position as of Q2 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 15,502 MGIC Investment shares in Q2 2020, an estimated $98K.
  • Alterna Wealth Management first reported a position in MGIC Investment in Q3 2019 and held it in 3 quarters.
  • Alterna Wealth Management's MGIC Investment position peaked at $255K in Q4 2019.
  • 311 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2020.

Based on Alterna Wealth Management's 13F filing for Q2 2020, filed 27 Jul 2020.