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Family Management’s MBIA MBI Stock Holding History

Family 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
2020
Q1 		– Sell
-23,000
Closed -$214K – 180
2019
Q4 		$214K Buy
+23,000
New +$219K 0.07% 141

Other funds holding MBI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return

Family Management's MBI Position: Q1 2020 in Review

Family Management sold out of MBIA (MBI) in Q1 2020, closing a stake of 23,000 shares — an estimated $214K sold.

Family Management first reported a position in MBI in Q4 2019 and held it in 1 quarter. The position peaked at $214K in Q4 2019. 125 funds tracked by Wall St. Rank hold MBI as of Q1 2020.

  • Family Management reported no remaining MBIA position as of Q1 2020 after selling out during the quarter.
  • Family Management sold 23,000 MBIA shares in Q1 2020, an estimated $214K.
  • Family Management first reported a position in MBIA in Q4 2019 and held it in 1 quarter.
  • Family Management's MBIA position peaked at $214K in Q4 2019.
  • 125 funds tracked by Wall St. Rank held MBIA as of Q1 2020.

Based on Family Management's 13F filing for Q1 2020, filed 6 May 2020.