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B. Riley Wealth Advisors’s MGIC Investment MTG Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-2,012
Closed -$19K – 1438
2014
Q4 		$19K Buy
+2,012
New +$17.7K ﹤0.01% 2574
2014
Q3 		– Sell
-6,609
Closed -$6.94K – 1414
2014
Q2 		$6.94K Buy
+6,609
New +$57.4K ﹤0.01% 1934

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

B. Riley Wealth Advisors's MTG Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of MGIC Investment (MTG) in Q1 2015, closing a stake of 2,012 shares — an estimated $19K sold.

B. Riley Wealth Advisors first reported a position in MTG in Q2 2014 and held it in 2 quarters. The position peaked at $19K in Q4 2014. 240 funds tracked by Wall St. Rank hold MTG as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining MGIC Investment position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,012 MGIC Investment shares in Q1 2015, an estimated $19K.
  • B. Riley Wealth Advisors first reported a position in MGIC Investment in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's MGIC Investment position peaked at $19K in Q4 2014.
  • 240 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.