Calton & Associates’s MGIC Investment MTG Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-4,720	Closed	-$74K	–	928
2017 Q4	$74K	Buy	+4,720	New	+$66.4K	0.02%	557

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Calton & Associates's MTG Position: Q1 2018 in Review

Calton & Associates sold out of MGIC Investment (MTG) in Q1 2018, closing a stake of 4,720 shares — an estimated $74K sold.

Calton & Associates first reported a position in MTG in Q4 2017 and held it in 1 quarter. The position peaked at $74K in Q4 2017. 299 funds tracked by Wall St. Rank hold MTG as of Q1 2018.

Calton & Associates reported no remaining MGIC Investment position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 4,720 MGIC Investment shares in Q1 2018, an estimated $74K.
Calton & Associates first reported a position in MGIC Investment in Q4 2017 and held it in 1 quarter.
Calton & Associates's MGIC Investment position peaked at $74K in Q4 2017.
299 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.