JIM
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Jupiter Investment Management’s MBIA MBI Stock Holding History

Jupiter Investment 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
2017
Q2 		– Sell
-970,779
Closed -$8.22M – 448
2017
Q1 		$8.22M Buy
970,779
+291,246
+43% +$2.93M 0.12% 127
2016
Q4 		$7.27M Sell
679,533
-150,670
-18% -$1.39M 0.13% 121
2016
Q3 		$6.47M Sell
830,203
-766,640
-48% -$6.03M 0.11% 140
2016
Q2 		$10.9M Buy
1,596,843
+1,173,535
+277% +$8.72M 0.2% 120
2016
Q1 		$3.75M Buy
+423,308
New +$3.08M 0.08% 193

Other funds holding MBI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Jupiter Investment Management's MBI Position: Q2 2017 in Review

Jupiter Investment Management sold out of MBIA (MBI) in Q2 2017, closing a stake of 970,779 shares — an estimated $8.22M sold.

Jupiter Investment Management first reported a position in MBI in Q1 2016 and held it in 5 quarters. The position peaked at $10.9M in Q2 2016. 149 funds tracked by Wall St. Rank hold MBI as of Q2 2017.

  • Jupiter Investment Management reported no remaining MBIA position as of Q2 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 970,779 MBIA shares in Q2 2017, an estimated $8.22M.
  • Jupiter Investment Management first reported a position in MBIA in Q1 2016 and held it in 5 quarters.
  • Jupiter Investment Management's MBIA position peaked at $10.9M in Q2 2016.
  • 149 funds tracked by Wall St. Rank held MBIA as of Q2 2017.

Based on Jupiter Investment Management's 13F filing for Q2 2017, filed 10 Aug 2017.