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Sheaff Brock Investment Advisors’s MGIC Investment MTG Stock Holding History

Sheaff Brock Investment Advisors’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
2017
Q2 		– Sell
-28,417
Closed -$288K – 636
2017
Q1 		$288K Sell
28,417
-83,000
-74% -$874K 0.04% 405
2016
Q4 		$1.14M Buy
111,417
+9,917
+10% +$89.5K 0.14% 137
2016
Q3 		$812K Hold
101,500
– – 0.11% 192
2016
Q2 		$604K Sell
101,500
-200,000
-66% -$1.36M 0.08% 251
2016
Q1 		$2.31M Sell
301,500
-312,167
-51% -$2.24M 0.28% 76
2015
Q4 		$5.42M Buy
+613,667
New +$5.76M 0.61% 33

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Sheaff Brock Investment Advisors's MTG Position: Q2 2017 in Review

Sheaff Brock Investment Advisors sold out of MGIC Investment (MTG) in Q2 2017, closing a stake of 28,417 shares — an estimated $288K sold.

Sheaff Brock Investment Advisors first reported a position in MTG in Q4 2015 and held it in 6 quarters. The position peaked at $5.42M in Q4 2015. 280 funds tracked by Wall St. Rank hold MTG as of Q2 2017.

  • Sheaff Brock Investment Advisors reported no remaining MGIC Investment position as of Q2 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 28,417 MGIC Investment shares in Q2 2017, an estimated $288K.
  • Sheaff Brock Investment Advisors first reported a position in MGIC Investment in Q4 2015 and held it in 6 quarters.
  • Sheaff Brock Investment Advisors's MGIC Investment position peaked at $5.42M in Q4 2015.
  • 280 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.