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Legacy Capital Partners’s MGIC Investment MTG Stock Holding History

Legacy Capital Partners’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
2016
Q4 		– Sell
-16,820
Closed -$135K – 112
2016
Q3 		$135K Hold
16,820
– – 0.08% 111
2016
Q2 		$101K Sell
16,820
-700
-4% -$4.77K 0.06% 112
2016
Q1 		$135K Hold
17,520
– – 0.09% 109
2015
Q4 		$155K Hold
17,520
– – 0.1% 111
2015
Q3 		$163K Buy
+17,520
New +$186K 0.11% 108

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Legacy Capital Partners's MTG Position: Q4 2016 in Review

Legacy Capital Partners sold out of MGIC Investment (MTG) in Q4 2016, closing a stake of 16,820 shares — an estimated $135K sold.

Legacy Capital Partners first reported a position in MTG in Q3 2015 and held it in 5 quarters. The position peaked at $163K in Q3 2015. 270 funds tracked by Wall St. Rank hold MTG as of Q4 2016.

  • Legacy Capital Partners reported no remaining MGIC Investment position as of Q4 2016 after selling out during the quarter.
  • Legacy Capital Partners sold 16,820 MGIC Investment shares in Q4 2016, an estimated $135K.
  • Legacy Capital Partners first reported a position in MGIC Investment in Q3 2015 and held it in 5 quarters.
  • Legacy Capital Partners's MGIC Investment position peaked at $163K in Q3 2015.
  • 270 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2016.

Based on Legacy Capital Partners's 13F filing for Q4 2016, filed 7 Feb 2017.