Private Ocean’s MGIC Investment MTG Stock Holding History

Private Ocean’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 Q2	–	Sell	-2,501	Closed	-$32K	–	381
2018 Q1	$32K	Hold	2,501	–	–	0.02%	221
2017 Q4	$35K	Buy	+2,501	New	+$35.2K	0.02%	153

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Ocean's MTG Position: Q2 2018 in Review

Private Ocean sold out of MGIC Investment (MTG) in Q2 2018, closing a stake of 2,501 shares — an estimated $32K sold.

Private Ocean first reported a position in MTG in Q4 2017 and held it in 2 quarters. The position peaked at $35K in Q4 2017. 283 funds tracked by Wall St. Rank hold MTG as of Q2 2018.

Private Ocean reported no remaining MGIC Investment position as of Q2 2018 after selling out during the quarter.
Private Ocean sold 2,501 MGIC Investment shares in Q2 2018, an estimated $32K.
Private Ocean first reported a position in MGIC Investment in Q4 2017 and held it in 2 quarters.
Private Ocean's MGIC Investment position peaked at $35K in Q4 2017.
283 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2018.

Based on Private Ocean's 13F filing for Q2 2018, filed 9 Aug 2018.