Axa
MBI icon

Axa’s MBIA MBI Stock Holding History

Axa’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
2017
Q2 		– Sell
-18,100
Closed -$153K – 1276
2017
Q1 		$153K Sell
18,100
-200
-1% -$2.01K ﹤0.01% 1238
2016
Q4 		$196K Buy
+18,300
New +$169K ﹤0.01% 1212
2015
Q3 		– Sell
-20,808
Closed -$125K – 1483
2015
Q2 		$125K Sell
20,808
-270,392
-93% -$2.44M ﹤0.01% 1269
2015
Q1 		$2.71M Buy
291,200
+400
+0.1% +$3.56K 0.01% 730
2014
Q4 		$2.77M Buy
290,800
+112,200
+63% +$1.08M 0.01% 709
2014
Q3 		$1.64M Sell
178,600
-3,100
-2% -$30.5K 0.01% 791
2014
Q2 		$2.01M Buy
+181,700
New +$2.24M 0.01% 778
2014
Q1 		– Sell
-10,800
Closed -$129K – 1438
2013
Q4 		$129K Buy
+10,800
New +$124K ﹤0.01% 1259

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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Axa's MBI Position: Q2 2017 in Review

Axa sold out of MBIA (MBI) in Q2 2017, closing a stake of 18,100 shares — an estimated $153K sold.

Axa first reported a position in MBI in Q4 2013 and held it in 8 quarters. The position peaked at $2.77M in Q4 2014. 149 funds tracked by Wall St. Rank hold MBI as of Q2 2017.

  • Axa reported no remaining MBIA position as of Q2 2017 after selling out during the quarter.
  • Axa sold 18,100 MBIA shares in Q2 2017, an estimated $153K.
  • Axa first reported a position in MBIA in Q4 2013 and held it in 8 quarters.
  • Axa's MBIA position peaked at $2.77M in Q4 2014.
  • 149 funds tracked by Wall St. Rank held MBIA as of Q2 2017.

Based on Axa's 13F filing for Q2 2017, filed 10 Aug 2017.