DADC
MB

D.A. Davidson & Co’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

D.A. Davidson & Co’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
-4,938
Closed -$201K – 1205
2018
Q3 		$201K Buy
+4,938
New +$193K ﹤0.01% 1078

Other funds holding MB

LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.A. Davidson & Co's MB Position: Q4 2018 in Review

D.A. Davidson & Co sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q4 2018, closing a stake of 4,938 shares — an estimated $201K sold.

D.A. Davidson & Co first reported a position in MB in Q3 2018 and held it in 1 quarter. The position peaked at $201K in Q3 2018. 146 funds tracked by Wall St. Rank hold MB as of Q4 2018.

  • D.A. Davidson & Co reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q4 2018 after selling out during the quarter.
  • D.A. Davidson & Co sold 4,938 MINDBODY, Inc. Class A Common Stock shares in Q4 2018, an estimated $201K.
  • D.A. Davidson & Co first reported a position in MINDBODY, Inc. Class A Common Stock in Q3 2018 and held it in 1 quarter.
  • D.A. Davidson & Co's MINDBODY, Inc. Class A Common Stock position peaked at $201K in Q3 2018.
  • 146 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q4 2018.

Based on D.A. Davidson & Co's 13F filing for Q4 2018, filed 29 Jan 2019.