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Smith & Howard Wealth Management’s MBIA MBI Stock Holding History

Smith & Howard 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
2014
Q1 		– Sell
-3,500
Closed -$42K – 143
2013
Q4 		$42K Hold
3,500
– – 0.02% 115
2013
Q3 		$36K Hold
3,500
– – 0.02% 125
2013
Q2 		$47K Buy
+3,500
New +$43.9K 0.03% 98

Other funds holding MBI

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
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

Smith & Howard Wealth Management's MBI Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of MBIA (MBI) in Q1 2014, closing a stake of 3,500 shares — an estimated $42K sold.

Smith & Howard Wealth Management first reported a position in MBI in Q2 2013 and held it in 3 quarters. The position peaked at $47K in Q2 2013. 201 funds tracked by Wall St. Rank hold MBI as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining MBIA position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 3,500 MBIA shares in Q1 2014, an estimated $42K.
  • Smith & Howard Wealth Management first reported a position in MBIA in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's MBIA position peaked at $47K in Q2 2013.
  • 201 funds tracked by Wall St. Rank held MBIA as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.