Benjamin F. Edwards & Company’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

Benjamin F. Edwards & Company’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
2018 Q4	–	Sell	-400	Closed	-$16K	–	1810
2018 Q3	$16K	Hold	400	–	–	﹤0.01%	1163
2018 Q2	$15K	Hold	400	–	–	﹤0.01%	1181
2018 Q1	$16K	Buy	+400	New	+$14.3K	﹤0.01%	1148

Other funds holding MB

LCG

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

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

IVMX

Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Benjamin F. Edwards & Company's MB Position: Q4 2018 in Review

Benjamin F. Edwards & Company sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q4 2018, closing a stake of 400 shares — an estimated $16K sold.

Benjamin F. Edwards & Company first reported a position in MB in Q1 2018 and held it in 3 quarters. The position peaked at $16K in Q3 2018. 146 funds tracked by Wall St. Rank hold MB as of Q4 2018.

Benjamin F. Edwards & Company reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q4 2018 after selling out during the quarter.
Benjamin F. Edwards & Company sold 400 MINDBODY, Inc. Class A Common Stock shares in Q4 2018, an estimated $16K.
Benjamin F. Edwards & Company first reported a position in MINDBODY, Inc. Class A Common Stock in Q1 2018 and held it in 3 quarters.
Benjamin F. Edwards & Company's MINDBODY, Inc. Class A Common Stock position peaked at $16K in Q3 2018.
146 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q4 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2018, filed 31 Jan 2019.