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Optimum Investment Advisors’s MGIC Investment MTG Stock Holding History

Optimum 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
2018
Q4 		– Sell
-5,000
Closed -$67K – 1003
2018
Q3 		$67K Hold
5,000
– – 0.02% 478
2018
Q2 		$54K Hold
5,000
– – 0.02% 518
2018
Q1 		$65K Buy
+5,000
New +$70.8K 0.02% 486

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAM
Bayview Asset Management Coral Gables, Florida $496M AUM 11.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Optimum Investment Advisors's MTG Position: Q4 2018 in Review

Optimum Investment Advisors sold out of MGIC Investment (MTG) in Q4 2018, closing a stake of 5,000 shares — an estimated $67K sold.

Optimum Investment Advisors first reported a position in MTG in Q1 2018 and held it in 3 quarters. The position peaked at $67K in Q3 2018. 303 funds tracked by Wall St. Rank hold MTG as of Q4 2018.

  • Optimum Investment Advisors reported no remaining MGIC Investment position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 5,000 MGIC Investment shares in Q4 2018, an estimated $67K.
  • Optimum Investment Advisors first reported a position in MGIC Investment in Q1 2018 and held it in 3 quarters.
  • Optimum Investment Advisors's MGIC Investment position peaked at $67K in Q3 2018.
  • 303 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.