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Summit Trail Advisors’s MBIA MBI Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-51
Closed – – 1163
2017
Q4 		$0 Buy
+51
New +$397 ﹤0.01% 2046

Other funds holding MBI

FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Trail Advisors's MBI Position: Q1 2018 in Review

Summit Trail Advisors sold out of MBIA (MBI) in Q1 2018, closing a stake of 51 shares.

Summit Trail Advisors first reported a position in MBI in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 153 funds tracked by Wall St. Rank hold MBI as of Q1 2018.

  • Summit Trail Advisors reported no remaining MBIA position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 51 MBIA shares in Q1 2018.
  • Summit Trail Advisors first reported a position in MBIA in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's MBIA position peaked at $0 in Q4 2017.
  • 153 funds tracked by Wall St. Rank held MBIA as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.