Prestige Wealth Management Group’s MBIA MBI Stock Holding History

Prestige Wealth Management 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
2019 Q1	–	Sell	-99	Closed	-$1K	–	872
2018 Q4	$1K	Buy	+99	New	+$943	﹤0.01%	1065

Other funds holding MBI

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prestige Wealth Management Group's MBI Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of MBIA (MBI) in Q1 2019, closing a stake of 99 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in MBI in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 150 funds tracked by Wall St. Rank hold MBI as of Q1 2019.

Prestige Wealth Management Group reported no remaining MBIA position as of Q1 2019 after selling out during the quarter.
Prestige Wealth Management Group sold 99 MBIA shares in Q1 2019, an estimated $1K.
Prestige Wealth Management Group first reported a position in MBIA in Q4 2018 and held it in 1 quarter.
Prestige Wealth Management Group's MBIA position peaked at $1K in Q4 2018.
150 funds tracked by Wall St. Rank held MBIA as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.