IA
MB

IPL Advisers’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

IPL Advisers’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
2017
Q4 		$9.1M Hold
298,940
– – 5.76% 9
2017
Q3 		$7.73M Sell
298,940
-94,900
-24% -$2.35M 3.17% 15
2017
Q2 		$10.7M Buy
393,840
+170,777
+77% +$4.7M 4.23% 12
2017
Q1 		$6.12M Hold
223,063
– – 2.64% 15
2016
Q4 		$4.75M Buy
+223,063
New +$4.51M 1.32% 18

Other funds holding MB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IPL Advisers's MB Position: Q4 2017 in Review

IPL Advisers held its MINDBODY, Inc. Class A Common Stock (MB) position steady in Q4 2017 at 298,940 shares worth $9.1M. The position accounts for 5.76% of the portfolio, ranked #9.

IPL Advisers first reported a position in MB in Q4 2016 and has held it in 5 quarters since. The position peaked at $10.7M in Q2 2017. 142 funds tracked by Wall St. Rank hold MB as of Q4 2017.

  • IPL Advisers held 298,940 shares of MINDBODY, Inc. Class A Common Stock worth $9.1M as of Q4 2017.
  • IPL Advisers left its MINDBODY, Inc. Class A Common Stock share count unchanged in Q4 2017.
  • MINDBODY, Inc. Class A Common Stock made up 5.76% of IPL Advisers's portfolio in Q4 2017, its #9 holding.
  • IPL Advisers first reported a position in MINDBODY, Inc. Class A Common Stock in Q4 2016 and has held it in 5 quarters since.
  • IPL Advisers's MINDBODY, Inc. Class A Common Stock position peaked at $10.7M in Q2 2017.
  • 142 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q4 2017.

Based on IPL Advisers's 13F filing for Q4 2017, filed 14 Feb 2018.