GI
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Gradient Investments’s MBIA MBI Stock Holding History

Gradient Investments’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
2017
Q2 		– Sell
-200
Closed -$2K – 869
2017
Q1 		$2K Hold
200
– – ﹤0.01% 688
2016
Q4 		$2K Hold
200
– – ﹤0.01% 627
2016
Q3 		$2K Hold
200
– – ﹤0.01% 619
2016
Q2 		$1K Hold
200
– – ﹤0.01% 664
2016
Q1 		$2K Buy
+200
New +$1.46K ﹤0.01% 620

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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 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

Gradient Investments's MBI Position: Q2 2017 in Review

Gradient Investments sold out of MBIA (MBI) in Q2 2017, closing a stake of 200 shares — an estimated $2K sold.

Gradient Investments first reported a position in MBI in Q1 2016 and held it in 5 quarters. The position peaked at $2K in Q1 2017. 149 funds tracked by Wall St. Rank hold MBI as of Q2 2017.

  • Gradient Investments reported no remaining MBIA position as of Q2 2017 after selling out during the quarter.
  • Gradient Investments sold 200 MBIA shares in Q2 2017, an estimated $2K.
  • Gradient Investments first reported a position in MBIA in Q1 2016 and held it in 5 quarters.
  • Gradient Investments's MBIA position peaked at $2K in Q1 2017.
  • 149 funds tracked by Wall St. Rank held MBIA as of Q2 2017.

Based on Gradient Investments's 13F filing for Q2 2017, filed 19 Jul 2017.