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San Francisco Sentry Investment Group’s MBIA MBI Stock Holding History

San Francisco Sentry Investment 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
2014
Q4 		– Sell
-800
Closed -$7K – 318
2014
Q3 		$7K Buy
+800
New +$7.86K ﹤0.01% 506

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LCOV
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Vanguard Group
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ERM
Elm Ridge Management Briarcliff Manor, New York $88.8M AUM 18.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

San Francisco Sentry Investment Group's MBI Position: Q4 2014 in Review

San Francisco Sentry Investment Group sold out of MBIA (MBI) in Q4 2014, closing a stake of 800 shares — an estimated $7K sold.

San Francisco Sentry Investment Group first reported a position in MBI in Q3 2014 and held it in 1 quarter. The position peaked at $7K in Q3 2014. 211 funds tracked by Wall St. Rank hold MBI as of Q4 2014.

  • San Francisco Sentry Investment Group reported no remaining MBIA position as of Q4 2014 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 800 MBIA shares in Q4 2014, an estimated $7K.
  • San Francisco Sentry Investment Group first reported a position in MBIA in Q3 2014 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's MBIA position peaked at $7K in Q3 2014.
  • 211 funds tracked by Wall St. Rank held MBIA as of Q4 2014.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2014, filed 18 Feb 2015.