Dougherty Wealth Advisers’s Ambac Financial Group AMBC.WS Stock Holding History

Dougherty Wealth Advisers’s Portfolio AMBC.WS Stock Details AMBC.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-625	Closed	-$5K	–	226
2019 Q2	$5K	Buy	+625	New	+$4.96K	0.01%	222
2019 Q1	–	Sell	-625	Closed	-$5K	–	224
2018 Q4	$5K	Buy	+625	New	+$5.58K	0.02%	199

Other funds holding AMBC.WS

GAM

Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Dougherty Wealth Advisers's AMBC.WS Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of Ambac Financial Group (AMBC.WS) in Q3 2019, closing a stake of 625 shares — an estimated $5K sold.

Dougherty Wealth Advisers first reported a position in AMBC.WS in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 6 funds tracked by Wall St. Rank hold AMBC.WS as of Q3 2019.

Dougherty Wealth Advisers reported no remaining Ambac Financial Group position as of Q3 2019 after selling out during the quarter.
Dougherty Wealth Advisers sold 625 Ambac Financial Group shares in Q3 2019, an estimated $5K.
Dougherty Wealth Advisers first reported a position in Ambac Financial Group in Q4 2018 and held it in 2 quarters.
Dougherty Wealth Advisers's Ambac Financial Group position peaked at $5K in Q2 2019.
6 funds tracked by Wall St. Rank held Ambac Financial Group as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.