NFG
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Next Financial Group’s MGIC Investment MTG Stock Holding History

Next Financial Group’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
2020
Q2 		– Sell
-1,500
Closed -$10K – 1402
2020
Q1 		$10K Hold
1,500
– – ﹤0.01% 1529
2019
Q4 		$21K Hold
1,500
– – ﹤0.01% 1510
2019
Q3 		$19K Hold
1,500
– – ﹤0.01% 1466
2019
Q2 		$20K Buy
+1,500
New +$20.8K ﹤0.01% 1462
2014
Q4 		– Sell
-34
Closed – – 2173
2014
Q3 		$0 Buy
+34
New +$279 ﹤0.01% 2542

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 $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Next Financial Group's MTG Position: Q2 2020 in Review

Next Financial Group sold out of MGIC Investment (MTG) in Q2 2020, closing a stake of 1,500 shares — an estimated $10K sold.

Next Financial Group first reported a position in MTG in Q3 2014 and held it in 5 quarters. The position peaked at $21K in Q4 2019. 311 funds tracked by Wall St. Rank hold MTG as of Q2 2020.

  • Next Financial Group reported no remaining MGIC Investment position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 1,500 MGIC Investment shares in Q2 2020, an estimated $10K.
  • Next Financial Group first reported a position in MGIC Investment in Q3 2014 and held it in 5 quarters.
  • Next Financial Group's MGIC Investment position peaked at $21K in Q4 2019.
  • 311 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.