Lenox Wealth Advisors’s MBIA MBI Stock Holding History

Lenox Wealth Advisors’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
2021 Q3	–	Sell	-17,000	Closed	-$187K	–	759
2021 Q2	$187K	Sell	17,000 -28,000	-62%	-$279K	0.02%	107
2021 Q1	$433K	Buy	+45,000	New	+$349K	0.06%	57

Other funds holding MBI

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lenox Wealth Advisors's MBI Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of MBIA (MBI) in Q3 2021, closing a stake of 17,000 shares — an estimated $187K sold.

Lenox Wealth Advisors first reported a position in MBI in Q1 2021 and held it in 2 quarters. The position peaked at $433K in Q1 2021. 110 funds tracked by Wall St. Rank hold MBI as of Q3 2021.

Lenox Wealth Advisors reported no remaining MBIA position as of Q3 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 17,000 MBIA shares in Q3 2021, an estimated $187K.
Lenox Wealth Advisors first reported a position in MBIA in Q1 2021 and held it in 2 quarters.
Lenox Wealth Advisors's MBIA position peaked at $433K in Q1 2021.
110 funds tracked by Wall St. Rank held MBIA as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.