KT
MTGE

Kanaly Trust’s MTGE Investment Corp. Common Stock MTGE Stock Holding History

Kanaly Trust’s Portfolio MTGE Stock Details MTGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$3K – 982
2016
Q3 		$3K Hold
200
– – ﹤0.01% 762
2016
Q2 		$3K Buy
+200
New +$3.06K ﹤0.01% 746

Other funds holding MTGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kanaly Trust's MTGE Position: Q4 2016 in Review

Kanaly Trust sold out of MTGE Investment Corp. Common Stock (MTGE) in Q4 2016, closing a stake of 200 shares — an estimated $3K sold.

Kanaly Trust first reported a position in MTGE in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 131 funds tracked by Wall St. Rank hold MTGE as of Q4 2016.

  • Kanaly Trust reported no remaining MTGE Investment Corp. Common Stock position as of Q4 2016 after selling out during the quarter.
  • Kanaly Trust sold 200 MTGE Investment Corp. Common Stock shares in Q4 2016, an estimated $3K.
  • Kanaly Trust first reported a position in MTGE Investment Corp. Common Stock in Q2 2016 and held it in 2 quarters.
  • Kanaly Trust's MTGE Investment Corp. Common Stock position peaked at $3K in Q3 2016.
  • 131 funds tracked by Wall St. Rank held MTGE Investment Corp. Common Stock as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.