AMG National Trust Bank’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

AMG National Trust Bank’s Portfolio MB Stock Details MB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-16,183	Closed	-$444K	–	269
2017 Q1	$444K	Sell	16,183 -17,032	-51%	-$438K	0.03%	187
2016 Q4	$707K	Buy	33,215 +19,782	+147%	+$400K	0.06%	149
2016 Q3	$264K	Buy	+13,433	New	+$235K	0.02%	218

Other funds holding MB

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

IVMX

Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AMG National Trust Bank's MB Position: Q2 2017 in Review

AMG National Trust Bank sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q2 2017, closing a stake of 16,183 shares — an estimated $444K sold.

AMG National Trust Bank first reported a position in MB in Q3 2016 and held it in 3 quarters. The position peaked at $707K in Q4 2016. 120 funds tracked by Wall St. Rank hold MB as of Q2 2017.

AMG National Trust Bank reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q2 2017 after selling out during the quarter.
AMG National Trust Bank sold 16,183 MINDBODY, Inc. Class A Common Stock shares in Q2 2017, an estimated $444K.
AMG National Trust Bank first reported a position in MINDBODY, Inc. Class A Common Stock in Q3 2016 and held it in 3 quarters.
AMG National Trust Bank's MINDBODY, Inc. Class A Common Stock position peaked at $707K in Q4 2016.
120 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q2 2017.

Based on AMG National Trust Bank's 13F filing for Q2 2017, filed 10 Aug 2017.