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Capital Advisors Ltd’s MBIA MBI Stock Holding History

Capital Advisors Ltd’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
2023
Q1 		– Sell
-2
Closed – – 1407
2022
Q4 		$0 Buy
+2
New +$23 ﹤0.01% 1467

Other funds holding MBI

KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Advisors Ltd's MBI Position: Q1 2023 in Review

Capital Advisors Ltd sold out of MBIA (MBI) in Q1 2023, closing a stake of 2 shares.

Capital Advisors Ltd first reported a position in MBI in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 136 funds tracked by Wall St. Rank hold MBI as of Q1 2023.

  • Capital Advisors Ltd reported no remaining MBIA position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 2 MBIA shares in Q1 2023.
  • Capital Advisors Ltd first reported a position in MBIA in Q4 2022 and held it in 1 quarter.
  • Capital Advisors Ltd's MBIA position peaked at $0 in Q4 2022.
  • 136 funds tracked by Wall St. Rank held MBIA as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.