EWM
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Elite Wealth Management’s MBIA MBI Stock Holding History

Elite Wealth Management’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
2014
Q4 		– Sell
-2,700
Closed -$25K – 289
2014
Q3 		$25K Sell
2,700
-100
-4% -$983 0.02% 174
2014
Q2 		$31K Buy
+2,800
New +$34.5K 0.03% 140

Other funds holding MBI

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ERM
Elm Ridge Management Briarcliff Manor, New York $88.8M AUM 18.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Elite Wealth Management's MBI Position: Q4 2014 in Review

Elite Wealth Management sold out of MBIA (MBI) in Q4 2014, closing a stake of 2,700 shares — an estimated $25K sold.

Elite Wealth Management first reported a position in MBI in Q2 2014 and held it in 2 quarters. The position peaked at $31K in Q2 2014. 211 funds tracked by Wall St. Rank hold MBI as of Q4 2014.

  • Elite Wealth Management reported no remaining MBIA position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 2,700 MBIA shares in Q4 2014, an estimated $25K.
  • Elite Wealth Management first reported a position in MBIA in Q2 2014 and held it in 2 quarters.
  • Elite Wealth Management's MBIA position peaked at $31K in Q2 2014.
  • 211 funds tracked by Wall St. Rank held MBIA as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.