AG
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Appleton Group’s MGIC Investment MTG Stock Holding History

Appleton Group’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
2018
Q4 		– Sell
-10,032
Closed -$134K – 11
2018
Q3 		$134K Sell
10,032
-1,563
-13% -$19.4K 0.14% 30
2018
Q2 		$124K Buy
+11,595
New +$126K 0.16% 26
2018
Q1 		– Sell
-10,653
Closed -$150K – 32
2017
Q4 		$150K Hold
10,653
– – 0.15% 36
2017
Q3 		$133K Hold
10,653
– – 0.14% 32
2017
Q2 		$119K Buy
+10,653
New +$115K 0.13% 30

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAM
Bayview Asset Management Coral Gables, Florida $496M AUM 11.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Appleton Group's MTG Position: Q4 2018 in Review

Appleton Group sold out of MGIC Investment (MTG) in Q4 2018, closing a stake of 10,032 shares — an estimated $134K sold.

Appleton Group first reported a position in MTG in Q2 2017 and held it in 5 quarters. The position peaked at $150K in Q4 2017. 303 funds tracked by Wall St. Rank hold MTG as of Q4 2018.

  • Appleton Group reported no remaining MGIC Investment position as of Q4 2018 after selling out during the quarter.
  • Appleton Group sold 10,032 MGIC Investment shares in Q4 2018, an estimated $134K.
  • Appleton Group first reported a position in MGIC Investment in Q2 2017 and held it in 5 quarters.
  • Appleton Group's MGIC Investment position peaked at $150K in Q4 2017.
  • 303 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2018.

Based on Appleton Group's 13F filing for Q4 2018.