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JOYN Advisors’s MGIC Investment MTG Stock Holding History

JOYN Advisors’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-9,152
Closed -$96K – 914
2018
Q4 		$96K Hold
9,152
– – 0.02% 204
2018
Q3 		$122K Hold
9,152
– – 0.02% 193
2018
Q2 		$98K Buy
+9,152
New +$99.6K 0.02% 224
2018
Q1 		– Sell
-35,948
Closed -$507K – 1380
2017
Q4 		$507K Buy
+35,948
New +$506K 0.11% 81

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
BAM
Bayview Asset Management Coral Gables, Florida $496M AUM 11.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JOYN Advisors's MTG Position: Q1 2019 in Review

JOYN Advisors sold out of MGIC Investment (MTG) in Q1 2019, closing a stake of 9,152 shares — an estimated $96K sold.

JOYN Advisors first reported a position in MTG in Q4 2017 and held it in 4 quarters. The position peaked at $507K in Q4 2017. 298 funds tracked by Wall St. Rank hold MTG as of Q1 2019.

  • JOYN Advisors reported no remaining MGIC Investment position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 9,152 MGIC Investment shares in Q1 2019, an estimated $96K.
  • JOYN Advisors first reported a position in MGIC Investment in Q4 2017 and held it in 4 quarters.
  • JOYN Advisors's MGIC Investment position peaked at $507K in Q4 2017.
  • 298 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.