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Kore Private Wealth’s MGIC Investment MTG Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-568
Closed -$4K – 783
2020
Q2 		$4K Hold
568
– – ﹤0.01% 956
2020
Q1 		$4K Hold
568
– – ﹤0.01% 843
2019
Q4 		$8K Buy
+568
New +$7.87K ﹤0.01% 791
2019
Q2 		– Sell
-568
Closed -$7K – 588
2019
Q1 		$7K Buy
+568
New +$7.08K ﹤0.01% 708

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Kore Private Wealth's MTG Position: Q3 2020 in Review

Kore Private Wealth sold out of MGIC Investment (MTG) in Q3 2020, closing a stake of 568 shares — an estimated $4K sold.

Kore Private Wealth first reported a position in MTG in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 302 funds tracked by Wall St. Rank hold MTG as of Q3 2020.

  • Kore Private Wealth reported no remaining MGIC Investment position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 568 MGIC Investment shares in Q3 2020, an estimated $4K.
  • Kore Private Wealth first reported a position in MGIC Investment in Q1 2019 and held it in 4 quarters.
  • Kore Private Wealth's MGIC Investment position peaked at $8K in Q4 2019.
  • 302 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.