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Stratos Wealth Partners’s MGIC Investment MTG Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-124
Closed -$2K – 1863
2018
Q3 		$2K Buy
+124
New +$1.54K ﹤0.01% 2713
2018
Q2 		– Sell
-806
Closed -$10K – 1971
2018
Q1 		$10K Buy
806
+682
+550% +$9.66K ﹤0.01% 2324
2017
Q4 		$2K Buy
+124
New +$1.74K ﹤0.01% 2611

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAM
Bayview Asset Management Coral Gables, Florida $496M AUM 11.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Stratos Wealth Partners's MTG Position: Q4 2018 in Review

Stratos Wealth Partners sold out of MGIC Investment (MTG) in Q4 2018, closing a stake of 124 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in MTG in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q1 2018. 303 funds tracked by Wall St. Rank hold MTG as of Q4 2018.

  • Stratos Wealth Partners reported no remaining MGIC Investment position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 124 MGIC Investment shares in Q4 2018, an estimated $2K.
  • Stratos Wealth Partners first reported a position in MGIC Investment in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's MGIC Investment position peaked at $10K in Q1 2018.
  • 303 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.