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Fort Washington Investment Advisors’s MBIA MBI Stock Holding History

Fort Washington Investment Advisors’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
2015
Q3 		– Sell
-156,400
Closed -$940K – 462
2015
Q2 		$940K Hold
156,400
– – 0.02% 286
2015
Q1 		$1.46M Hold
156,400
– – 0.03% 229
2014
Q4 		$1.49M Sell
156,400
-156,400
-50% -$1.51M 0.03% 227
2014
Q3 		$2.87M Hold
312,800
– – 0.06% 179
2014
Q2 		$3.45M Buy
+312,800
New +$3.85M 0.07% 183

Other funds holding MBI

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
ERM
Elm Ridge Management Briarcliff Manor, New York $88.8M AUM 18.88% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Fort Washington Investment Advisors's MBI Position: Q3 2015 in Review

Fort Washington Investment Advisors sold out of MBIA (MBI) in Q3 2015, closing a stake of 156,400 shares — an estimated $940K sold.

Fort Washington Investment Advisors first reported a position in MBI in Q2 2014 and held it in 5 quarters. The position peaked at $3.45M in Q2 2014. 186 funds tracked by Wall St. Rank hold MBI as of Q3 2015.

  • Fort Washington Investment Advisors reported no remaining MBIA position as of Q3 2015 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 156,400 MBIA shares in Q3 2015, an estimated $940K.
  • Fort Washington Investment Advisors first reported a position in MBIA in Q2 2014 and held it in 5 quarters.
  • Fort Washington Investment Advisors's MBIA position peaked at $3.45M in Q2 2014.
  • 186 funds tracked by Wall St. Rank held MBIA as of Q3 2015.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.