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Capstone Financial Advisors’s MGIC Investment MTG Stock Holding History

Capstone Financial 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
2014
Q2 		– Sell
-16,000
Closed -$136K – 80
2014
Q1 		$136K Hold
16,000
– – 0.08% 54
2013
Q4 		$135K Buy
+16,000
New +$128K 0.09% 54

Other funds holding MTG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CRAM
Claren Road Asset Management New York $891K AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capstone Financial Advisors's MTG Position: Q2 2014 in Review

Capstone Financial Advisors sold out of MGIC Investment (MTG) in Q2 2014, closing a stake of 16,000 shares — an estimated $136K sold.

Capstone Financial Advisors first reported a position in MTG in Q4 2013 and held it in 2 quarters. The position peaked at $136K in Q1 2014. 227 funds tracked by Wall St. Rank hold MTG as of Q2 2014.

  • Capstone Financial Advisors reported no remaining MGIC Investment position as of Q2 2014 after selling out during the quarter.
  • Capstone Financial Advisors sold 16,000 MGIC Investment shares in Q2 2014, an estimated $136K.
  • Capstone Financial Advisors first reported a position in MGIC Investment in Q4 2013 and held it in 2 quarters.
  • Capstone Financial Advisors's MGIC Investment position peaked at $136K in Q1 2014.
  • 227 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2014.

Based on Capstone Financial Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.