Shine Investment Advisory Services’s MBIA MBI Stock Holding History

Shine Investment Advisory Services’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	$25K	Hold	4,192	–	–	0.01%	414
2020 Q2	$30K	Hold	4,192	–	–	0.01%	396
2020 Q1	$30K	Hold	4,192	–	–	0.01%	354
2019 Q4	$39K	Hold	4,192	–	–	0.02%	372
2019 Q3	$39K	Hold	4,192	–	–	0.02%	354
2019 Q2	$39K	Hold	4,192	–	–	0.02%	349
2019 Q1	$40K	Hold	4,192	–	–	0.02%	346
2018 Q4	$37K	Hold	4,192	–	–	0.02%	330
2018 Q3	$45K	Hold	4,192	–	–	0.02%	318
2018 Q2	$38K	Hold	4,192	–	–	0.02%	355
2018 Q1	$39K	Hold	4,192	–	–	0.02%	350
2017 Q4	$31K	Hold	4,192	–	–	0.02%	384
2017 Q3	$36K	Hold	4,192	–	–	0.02%	358
2017 Q2	$40K	Buy	+4,192	New	+$35.6K	0.02%	318

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

Shine Investment Advisory Services's MBI Position: Q3 2020 in Review

Shine Investment Advisory Services held its MBIA (MBI) position steady in Q3 2020 at 4,192 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #414.

Shine Investment Advisory Services first reported a position in MBI in Q2 2017 and has held it in 14 quarters since. The position peaked at $45K in Q3 2018. 117 funds tracked by Wall St. Rank hold MBI as of Q3 2020.

Shine Investment Advisory Services held 4,192 shares of MBIA worth $25K as of Q3 2020.
Shine Investment Advisory Services left its MBIA share count unchanged in Q3 2020.
MBIA made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #414 holding.
Shine Investment Advisory Services first reported a position in MBIA in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's MBIA position peaked at $45K in Q3 2018.
117 funds tracked by Wall St. Rank held MBIA as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.