SPIA
MB

Steward Partners Investment Advisory’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

Steward Partners Investment Advisory’s Portfolio MB Stock Details MB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-40
Closed -$1K – 1744
2017
Q1 		$1K Buy
+40
New +$1.03K ﹤0.01% 1470

Other funds holding MB

LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Steward Partners Investment Advisory's MB Position: Q2 2017 in Review

Steward Partners Investment Advisory sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q2 2017, closing a stake of 40 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in MB in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 120 funds tracked by Wall St. Rank hold MB as of Q2 2017.

  • Steward Partners Investment Advisory reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q2 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 40 MINDBODY, Inc. Class A Common Stock shares in Q2 2017, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in MINDBODY, Inc. Class A Common Stock in Q1 2017 and held it in 1 quarter.
  • Steward Partners Investment Advisory's MINDBODY, Inc. Class A Common Stock position peaked at $1K in Q1 2017.
  • 120 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q2 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2017, filed 22 Nov 2017.