RWP
MB

RWA Wealth Partners’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

RWA Wealth Partners’s Portfolio MB Stock Details MB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-500
Closed -$19K – 796
2018
Q2 		$19K Buy
+500
New +$19.7K ﹤0.01% 546

Other funds holding MB

LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RWA Wealth Partners's MB Position: Q3 2018 in Review

RWA Wealth Partners sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q3 2018, closing a stake of 500 shares — an estimated $19K sold.

RWA Wealth Partners first reported a position in MB in Q2 2018 and held it in 1 quarter. The position peaked at $19K in Q2 2018. 154 funds tracked by Wall St. Rank hold MB as of Q3 2018.

  • RWA Wealth Partners reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 500 MINDBODY, Inc. Class A Common Stock shares in Q3 2018, an estimated $19K.
  • RWA Wealth Partners first reported a position in MINDBODY, Inc. Class A Common Stock in Q2 2018 and held it in 1 quarter.
  • RWA Wealth Partners's MINDBODY, Inc. Class A Common Stock position peaked at $19K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.