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Howe & Rusling’s MBIA MBI Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-4,000
Closed -$35K – 1019
2016
Q1 		$35K Hold
4,000
– – 0.01% 318
2015
Q4 		$26K Hold
4,000
– – 0.01% 343
2015
Q3 		$24K Hold
4,000
– – 0.01% 367
2015
Q2 		$24K Buy
+4,000
New +$36.1K 0.01% 376
2014
Q3 		– Sell
-4,000
Closed -$44K – 918
2014
Q2 		$44K Hold
4,000
– – 0.01% 313
2014
Q1 		$56K Hold
4,000
– – 0.01% 303
2013
Q4 		$48K Hold
4,000
– – 0.01% 310
2013
Q3 		$42K Hold
4,000
– – 0.02% 353
2013
Q2 		$53K Buy
+4,000
New +$50.2K 0.01% 323

Other funds holding MBI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Vanguard Group
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Howe & Rusling's MBI Position: Q2 2016 in Review

Howe & Rusling sold out of MBIA (MBI) in Q2 2016, closing a stake of 4,000 shares — an estimated $35K sold.

Howe & Rusling first reported a position in MBI in Q2 2013 and held it in 9 quarters. The position peaked at $56K in Q1 2014. 171 funds tracked by Wall St. Rank hold MBI as of Q2 2016.

  • Howe & Rusling reported no remaining MBIA position as of Q2 2016 after selling out during the quarter.
  • Howe & Rusling sold 4,000 MBIA shares in Q2 2016, an estimated $35K.
  • Howe & Rusling first reported a position in MBIA in Q2 2013 and held it in 9 quarters.
  • Howe & Rusling's MBIA position peaked at $56K in Q1 2014.
  • 171 funds tracked by Wall St. Rank held MBIA as of Q2 2016.

Based on Howe & Rusling's 13F filing for Q2 2016, filed 23 Aug 2016.