EWM
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Executive Wealth Management’s MGIC Investment MTG Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-1,800
Closed -$24K – 546
2019
Q2 		$24K Hold
1,800
– – ﹤0.01% 442
2019
Q1 		$24K Hold
1,800
– – ﹤0.01% 399
2018
Q4 		$19K Buy
+1,800
New +$21.1K ﹤0.01% 435

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Executive Wealth Management's MTG Position: Q3 2019 in Review

Executive Wealth Management sold out of MGIC Investment (MTG) in Q3 2019, closing a stake of 1,800 shares — an estimated $24K sold.

Executive Wealth Management first reported a position in MTG in Q4 2018 and held it in 3 quarters. The position peaked at $24K in Q2 2019. 327 funds tracked by Wall St. Rank hold MTG as of Q3 2019.

  • Executive Wealth Management reported no remaining MGIC Investment position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,800 MGIC Investment shares in Q3 2019, an estimated $24K.
  • Executive Wealth Management first reported a position in MGIC Investment in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's MGIC Investment position peaked at $24K in Q2 2019.
  • 327 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.