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BDO Wealth Advisors’s MGIC Investment MTG Stock Holding History

BDO 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
2019
Q4 		– Sell
-300
Closed -$4K – 619
2019
Q3 		$4K Hold
300
– – ﹤0.01% 544
2019
Q2 		$4K Hold
300
– – ﹤0.01% 535
2019
Q1 		$4K Buy
+300
New +$3.74K ﹤0.01% 508

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BDO Wealth Advisors's MTG Position: Q4 2019 in Review

BDO Wealth Advisors sold out of MGIC Investment (MTG) in Q4 2019, closing a stake of 300 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in MTG in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 337 funds tracked by Wall St. Rank hold MTG as of Q4 2019.

  • BDO Wealth Advisors reported no remaining MGIC Investment position as of Q4 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 300 MGIC Investment shares in Q4 2019, an estimated $4K.
  • BDO Wealth Advisors first reported a position in MGIC Investment in Q1 2019 and held it in 3 quarters.
  • BDO Wealth Advisors's MGIC Investment position peaked at $4K in Q3 2019.
  • 337 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2019.

Based on BDO Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.