BAM
MBI icon

Bruderman Asset Management’s MBIA MBI Stock Holding History

Bruderman Asset Management’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
2019
Q2 		– Sell
-120
Closed -$1K – 372
2019
Q1 		$1K Sell
120
-30
-20% -$295 ﹤0.01% 608
2018
Q4 		$1K Buy
+150
New +$1.43K ﹤0.01% 616
2016
Q4 		– Sell
-425
Closed -$3K – 383
2016
Q3 		$3K Buy
+425
New +$3.34K ﹤0.01% 364

Other funds holding MBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Bruderman Asset Management's MBI Position: Q2 2019 in Review

Bruderman Asset Management sold out of MBIA (MBI) in Q2 2019, closing a stake of 120 shares — an estimated $1K sold.

Bruderman Asset Management first reported a position in MBI in Q3 2016 and held it in 3 quarters. The position peaked at $3K in Q3 2016. 137 funds tracked by Wall St. Rank hold MBI as of Q2 2019.

  • Bruderman Asset Management reported no remaining MBIA position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 120 MBIA shares in Q2 2019, an estimated $1K.
  • Bruderman Asset Management first reported a position in MBIA in Q3 2016 and held it in 3 quarters.
  • Bruderman Asset Management's MBIA position peaked at $3K in Q3 2016.
  • 137 funds tracked by Wall St. Rank held MBIA as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.