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Next Financial Group’s MBIA MBI Stock Holding History

Next Financial Group’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
Q4 		$8K Buy
+533
New +$7.04K ﹤0.01% 2268
2020
Q1 		– Sell
-2,000
Closed -$19K – 2282
2019
Q4 		$19K Hold
2,000
– – ﹤0.01% 1543
2019
Q3 		$18K Hold
2,000
– – ﹤0.01% 1490
2019
Q2 		$19K Hold
2,000
– – ﹤0.01% 1483
2019
Q1 		$19K Hold
2,000
– – ﹤0.01% 973
2018
Q4 		$18K Hold
2,000
– – ﹤0.01% 1133
2018
Q3 		$21K Buy
+2,000
New +$20.5K 0.01% 777
2017
Q4 		– Sell
-2,000
Closed -$14K – 928
2017
Q3 		$14K Hold
2,000
– – ﹤0.01% 1095
2017
Q2 		$19K Hold
2,000
– – ﹤0.01% 1111
2017
Q1 		$17K Sell
2,000
-2,453
-55% -$24.7K ﹤0.01% 1105
2016
Q4 		$48K Buy
4,453
+2,000
+82% +$18.5K 0.01% 986
2016
Q3 		$19K Buy
2,453
+1,000
+69% +$7.87K ﹤0.01% 1389
2016
Q2 		$9K Buy
+1,453
New +$10.8K ﹤0.01% 1227
2015
Q1 		– Sell
-12
Closed – – 1909
2014
Q4 		$0 Sell
12
-67
-85% -$646 ﹤0.01% 2154
2014
Q3 		$1K Buy
+79
New +$777 ﹤0.01% 2427

Other funds holding MBI

KBG
Kahn Brothers Group New York $564M AUM 25.3% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Vanguard Group
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
NM
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
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Next Financial Group's MBI Position: Q4 2021 in Review

Next Financial Group opened a new position in MBIA (MBI) in Q4 2021: 533 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #2268 among its holdings. This is a return to the name: Next Financial Group previously reported a position in MBI as recently as Q4 2019.

Next Financial Group first reported a position in MBI in Q3 2014 and has held it in 15 quarters since. The position peaked at $48K in Q4 2016. 118 funds tracked by Wall St. Rank hold MBI as of Q4 2021.

  • Next Financial Group held 533 shares of MBIA worth $8K as of Q4 2021.
  • MBIA was a new Next Financial Group position in Q4 2021.
  • MBIA made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2268 holding.
  • Next Financial Group first reported a position in MBIA in Q3 2014 and has held it in 15 quarters since.
  • Next Financial Group's MBIA position peaked at $48K in Q4 2016.
  • 118 funds tracked by Wall St. Rank held MBIA as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.