Selective Wealth Management’s MBIA MBI Stock Holding History

Selective Wealth Management’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
2020 Q3	–	Sell	-7,500	Closed	-$54K	–	376
2020 Q2	$54K	Buy	+7,500	New	+$54.5K	0.04%	100

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

KBG

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

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

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Selective Wealth Management's MBI Position: Q3 2020 in Review

Selective Wealth Management sold out of MBIA (MBI) in Q3 2020, closing a stake of 7,500 shares — an estimated $54K sold.

Selective Wealth Management first reported a position in MBI in Q2 2020 and held it in 1 quarter. The position peaked at $54K in Q2 2020. 117 funds tracked by Wall St. Rank hold MBI as of Q3 2020.

Selective Wealth Management reported no remaining MBIA position as of Q3 2020 after selling out during the quarter.
Selective Wealth Management sold 7,500 MBIA shares in Q3 2020, an estimated $54K.
Selective Wealth Management first reported a position in MBIA in Q2 2020 and held it in 1 quarter.
Selective Wealth Management's MBIA position peaked at $54K in Q2 2020.
117 funds tracked by Wall St. Rank held MBIA as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.