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Point View Wealth Management’s MBIA MBI Stock Holding History

Point View Wealth Management’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
2015
Q4 		– Sell
-10,375
Closed -$63K – 221
2015
Q3 		$63K Hold
10,375
– – 0.05% 202
2015
Q2 		$62K Sell
10,375
-23
-0.2% -$208 0.05% 197
2015
Q1 		$97K Hold
10,398
– – 0.07% 190
2014
Q4 		$99K Sell
10,398
-285
-3% -$2.75K 0.07% 185
2014
Q3 		$98K Hold
10,683
– – 0.08% 183
2014
Q2 		$118K Hold
10,683
– – 0.1% 179
2014
Q1 		$149K Sell
10,683
-2,534
-19% -$32.3K 0.14% 168
2013
Q4 		$158K Buy
+13,217
New +$152K 0.15% 164

Other funds holding MBI

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
ERM
Elm Ridge Management Briarcliff Manor, New York $88.8M AUM 18.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Point View Wealth Management's MBI Position: Q4 2015 in Review

Point View Wealth Management sold out of MBIA (MBI) in Q4 2015, closing a stake of 10,375 shares — an estimated $63K sold.

Point View Wealth Management first reported a position in MBI in Q4 2013 and held it in 8 quarters. The position peaked at $158K in Q4 2013. 169 funds tracked by Wall St. Rank hold MBI as of Q4 2015.

  • Point View Wealth Management reported no remaining MBIA position as of Q4 2015 after selling out during the quarter.
  • Point View Wealth Management sold 10,375 MBIA shares in Q4 2015, an estimated $63K.
  • Point View Wealth Management first reported a position in MBIA in Q4 2013 and held it in 8 quarters.
  • Point View Wealth Management's MBIA position peaked at $158K in Q4 2013.
  • 169 funds tracked by Wall St. Rank held MBIA as of Q4 2015.

Based on Point View Wealth Management's 13F filing for Q4 2015, filed 5 Feb 2016.