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Evoke Wealth’s MBIA MBI Stock Holding History

Evoke Wealth’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
2020
Q4 		– Sell
-376
Closed -$2K – 1067
2020
Q3 		$2K Hold
376
– – ﹤0.01% 850
2020
Q2 		$3K Buy
+376
New +$2.73K ﹤0.01% 798

Other funds holding MBI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evoke Wealth's MBI Position: Q4 2020 in Review

Evoke Wealth sold out of MBIA (MBI) in Q4 2020, closing a stake of 376 shares — an estimated $2K sold.

Evoke Wealth first reported a position in MBI in Q2 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 111 funds tracked by Wall St. Rank hold MBI as of Q4 2020.

  • Evoke Wealth reported no remaining MBIA position as of Q4 2020 after selling out during the quarter.
  • Evoke Wealth sold 376 MBIA shares in Q4 2020, an estimated $2K.
  • Evoke Wealth first reported a position in MBIA in Q2 2020 and held it in 2 quarters.
  • Evoke Wealth's MBIA position peaked at $3K in Q2 2020.
  • 111 funds tracked by Wall St. Rank held MBIA as of Q4 2020.

Based on Evoke Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.