MYIA
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Mount Yale Investment Advisors’s MBIA MBI Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-4,467
Closed -$45K – 574
2018
Q3 		$45K Sell
4,467
-882
-16% -$9.02K 0.01% 621
2018
Q2 		$48K Sell
5,349
-2,023
-27% -$18.3K 0.01% 636
2018
Q1 		$68K Buy
+7,372
New +$59.3K 0.01% 557

Other funds holding MBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Mount Yale Investment Advisors's MBI Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of MBIA (MBI) in Q4 2018, closing a stake of 4,467 shares — an estimated $45K sold.

Mount Yale Investment Advisors first reported a position in MBI in Q1 2018 and held it in 3 quarters. The position peaked at $68K in Q1 2018. 142 funds tracked by Wall St. Rank hold MBI as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining MBIA position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,467 MBIA shares in Q4 2018, an estimated $45K.
  • Mount Yale Investment Advisors first reported a position in MBIA in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's MBIA position peaked at $68K in Q1 2018.
  • 142 funds tracked by Wall St. Rank held MBIA as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.