HI
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Horizon Investments’s MBIA MBI Stock Holding History

Horizon 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
2016
Q1 		– Sell
-17,434
Closed -$113K – 112
2015
Q4 		$113K Sell
17,434
-776
-4% -$5.26K 0.01% 85
2015
Q3 		$111K Sell
18,210
-474
-3% -$3.05K 0.01% 97
2015
Q2 		$112K Sell
18,684
-2,897
-13% -$26.2K 0.01% 99
2015
Q1 		$201K Buy
+21,581
New +$192K 0.02% 93

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
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
ERM
Elm Ridge Management Briarcliff Manor, New York $88.8M AUM 18.88% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Horizon Investments's MBI Position: Q1 2016 in Review

Horizon Investments sold out of MBIA (MBI) in Q1 2016, closing a stake of 17,434 shares — an estimated $113K sold.

Horizon Investments first reported a position in MBI in Q1 2015 and held it in 4 quarters. The position peaked at $201K in Q1 2015. 169 funds tracked by Wall St. Rank hold MBI as of Q1 2016.

  • Horizon Investments reported no remaining MBIA position as of Q1 2016 after selling out during the quarter.
  • Horizon Investments sold 17,434 MBIA shares in Q1 2016, an estimated $113K.
  • Horizon Investments first reported a position in MBIA in Q1 2015 and held it in 4 quarters.
  • Horizon Investments's MBIA position peaked at $201K in Q1 2015.
  • 169 funds tracked by Wall St. Rank held MBIA as of Q1 2016.

Based on Horizon Investments's 13F filing for Q1 2016, filed 10 May 2016.