Rational Advisors’s MBIA MBI Stock Holding History

Rational Advisors’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
2017 Q1	–	Sell	-8,200	Closed	-$88K	–	271
2016 Q4	$88K	Sell	8,200 -9,300	-53%	-$85.9K	0.08%	166
2016 Q3	$136K	Buy	17,500 +875	+5%	+$6.89K	0.09%	188
2016 Q2	$114K	Buy	+16,625	New	+$124K	0.08%	155

Other funds holding MBI

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

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

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

FCP

Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return

Rational Advisors's MBI Position: Q1 2017 in Review

Rational Advisors sold out of MBIA (MBI) in Q1 2017, closing a stake of 8,200 shares — an estimated $88K sold.

Rational Advisors first reported a position in MBI in Q2 2016 and held it in 3 quarters. The position peaked at $136K in Q3 2016. 167 funds tracked by Wall St. Rank hold MBI as of Q1 2017.

Rational Advisors reported no remaining MBIA position as of Q1 2017 after selling out during the quarter.
Rational Advisors sold 8,200 MBIA shares in Q1 2017, an estimated $88K.
Rational Advisors first reported a position in MBIA in Q2 2016 and held it in 3 quarters.
Rational Advisors's MBIA position peaked at $136K in Q3 2016.
167 funds tracked by Wall St. Rank held MBIA as of Q1 2017.

Based on Rational Advisors's 13F filing for Q1 2017, filed 9 May 2017.