MGIA
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Moneta Group Investment Advisors’s MGIC Investment MTG Stock Holding History

Moneta Group Investment Advisors’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
2015
Q4 		– Sell
-1,245
Closed -$12K – 315
2015
Q3 		$12K Buy
+1,245
New +$13.2K ﹤0.01% 397

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 $1.9T AUM 41.92% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Moneta Group Investment Advisors's MTG Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of MGIC Investment (MTG) in Q4 2015, closing a stake of 1,245 shares — an estimated $12K sold.

Moneta Group Investment Advisors first reported a position in MTG in Q3 2015 and held it in 1 quarter. The position peaked at $12K in Q3 2015. 258 funds tracked by Wall St. Rank hold MTG as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining MGIC Investment position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,245 MGIC Investment shares in Q4 2015, an estimated $12K.
  • Moneta Group Investment Advisors first reported a position in MGIC Investment in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's MGIC Investment position peaked at $12K in Q3 2015.
  • 258 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.