HR
MB

Howe & Rusling’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

Howe & Rusling’s Portfolio MB Stock Details MB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-70
Closed -$1K – 1087
2015
Q4 		$1K Hold
70
– – ﹤0.01% 965
2015
Q3 		$1K Hold
70
– – ﹤0.01% 993
2015
Q2 		$1K Buy
+70
New +$945 ﹤0.01% 1016

Other funds holding MB

IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Howe & Rusling's MB Position: Q1 2016 in Review

Howe & Rusling sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q1 2016, closing a stake of 70 shares — an estimated $1K sold.

Howe & Rusling first reported a position in MB in Q2 2015 and held it in 3 quarters. The position peaked at $1K in Q4 2015. 48 funds tracked by Wall St. Rank hold MB as of Q1 2016.

  • Howe & Rusling reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q1 2016 after selling out during the quarter.
  • Howe & Rusling sold 70 MINDBODY, Inc. Class A Common Stock shares in Q1 2016, an estimated $1K.
  • Howe & Rusling first reported a position in MINDBODY, Inc. Class A Common Stock in Q2 2015 and held it in 3 quarters.
  • Howe & Rusling's MINDBODY, Inc. Class A Common Stock position peaked at $1K in Q4 2015.
  • 48 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q1 2016.

Based on Howe & Rusling's 13F filing for Q1 2016, filed 16 May 2016.