Financial Partners Capital Management’s MBIA MBI Stock Holding History

Financial Partners Capital 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
2018 Q4	$274K	Hold	30,770	–	–	0.09%	70
2018 Q3	$329K	Buy	30,770 +13,000	+73%	+$133K	0.09%	65
2018 Q2	$161K	Buy	17,770 +1,726	+11%	+$15.6K	0.05%	78
2018 Q1	$149K	Buy	16,044 +2,150	+15%	+$17.3K	0.04%	74
2017 Q4	$102K	Buy	13,894 +700	+5%	+$5.44K	0.02%	119
2017 Q3	$115K	Buy	13,194 +1,900	+17%	+$19.1K	0.02%	116
2017 Q2	$107K	Buy	11,294 +1,250	+12%	+$10.6K	0.02%	113
2017 Q1	$85K	Hold	10,044	–	–	0.02%	109
2016 Q4	$107K	Sell	10,044 -600	-6%	-$5.54K	0.03%	107
2016 Q3	$85K	Buy	+10,644	New	+$83.8K	0.02%	99

Other funds holding MBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCP

Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Financial Partners Capital Management's MBI Position: Q4 2018 in Review

Financial Partners Capital Management held its MBIA (MBI) position steady in Q4 2018 at 30,770 shares worth $274K. The position accounts for 0.09% of the portfolio, ranked #70.

Financial Partners Capital Management first reported a position in MBI in Q3 2016 and has held it in 10 quarters since. The position peaked at $329K in Q3 2018. 142 funds tracked by Wall St. Rank hold MBI as of Q4 2018.

Financial Partners Capital Management held 30,770 shares of MBIA worth $274K as of Q4 2018.
Financial Partners Capital Management left its MBIA share count unchanged in Q4 2018.
MBIA made up 0.09% of Financial Partners Capital Management's portfolio in Q4 2018, its #70 holding.
Financial Partners Capital Management first reported a position in MBIA in Q3 2016 and has held it in 10 quarters since.
Financial Partners Capital Management's MBIA position peaked at $329K in Q3 2018.
142 funds tracked by Wall St. Rank held MBIA as of Q4 2018.

Based on Financial Partners Capital Management's 13F filing for Q4 2018, filed 19 Feb 2019.