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KMS Financial Services’s MGIC Investment MTG Stock Holding History

KMS Financial Services’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
2014
Q1 		– Sell
-17,895
Closed -$151K – 550
2013
Q4 		$151K Hold
17,895
– – 0.03% 480
2013
Q3 		$130K Sell
17,895
-726
-4% -$5.15K 0.03% 418
2013
Q2 		$113K Buy
+18,621
New +$106K 0.03% 370

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CRAM
Claren Road Asset Management New York $891K AUM
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KMS Financial Services's MTG Position: Q1 2014 in Review

KMS Financial Services sold out of MGIC Investment (MTG) in Q1 2014, closing a stake of 17,895 shares — an estimated $151K sold.

KMS Financial Services first reported a position in MTG in Q2 2013 and held it in 3 quarters. The position peaked at $151K in Q4 2013. 224 funds tracked by Wall St. Rank hold MTG as of Q1 2014.

  • KMS Financial Services reported no remaining MGIC Investment position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 17,895 MGIC Investment shares in Q1 2014, an estimated $151K.
  • KMS Financial Services first reported a position in MGIC Investment in Q2 2013 and held it in 3 quarters.
  • KMS Financial Services's MGIC Investment position peaked at $151K in Q4 2013.
  • 224 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2014.

Based on KMS Financial Services's 13F filing for Q1 2014, filed 9 May 2014.