Jacobi Capital Management’s MBIA MBI Stock Holding History

Jacobi Capital Management’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
2018 Q4	–	Sell	-250	Closed	-$3K	–	991
2018 Q3	$3K	Buy	+250	New	+$2.56K	﹤0.01%	853

Other funds holding MBI

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Jacobi Capital Management's MBI Position: Q4 2018 in Review

Jacobi Capital Management sold out of MBIA (MBI) in Q4 2018, closing a stake of 250 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in MBI in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 142 funds tracked by Wall St. Rank hold MBI as of Q4 2018.

Jacobi Capital Management reported no remaining MBIA position as of Q4 2018 after selling out during the quarter.
Jacobi Capital Management sold 250 MBIA shares in Q4 2018, an estimated $3K.
Jacobi Capital Management first reported a position in MBIA in Q3 2018 and held it in 1 quarter.
Jacobi Capital Management's MBIA position peaked at $3K in Q3 2018.
142 funds tracked by Wall St. Rank held MBIA as of Q4 2018.

Based on Jacobi Capital Management's 13F filing for Q4 2018, filed 11 Feb 2019.