SVA Wealth Management’s MGIC Investment MTG Stock Holding History

SVA Wealth Management’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
2019 Q2	–	Sell	-10,300	Closed	-$136K	–	212
2019 Q1	$136K	Buy	10,300 +300	+3%	+$3.74K	0.01%	204
2018 Q4	$105K	Hold	10,000	–	–	0.01%	203
2018 Q3	$133K	Hold	10,000	–	–	0.01%	209
2018 Q2	$107K	Sell	10,000 -6,830	-41%	-$74.3K	0.01%	209
2018 Q1	$211K	Hold	16,830	–	–	0.03%	200
2017 Q4	$237K	Hold	16,830	–	–	0.03%	191
2017 Q3	$211K	Hold	16,830	–	–	0.03%	200
2017 Q2	$188K	Buy	16,830 +6,830	+68%	+$73.4K	0.02%	196
2017 Q1	$101K	Hold	10,000	–	–	0.01%	193
2016 Q4	$102K	Hold	10,000	–	–	0.02%	195
2016 Q3	$80K	Hold	10,000	–	–	0.01%	193
2016 Q2	$59K	Hold	10,000	–	–	0.01%	200
2016 Q1	$77K	Hold	10,000	–	–	0.01%	196
2015 Q4	$88K	Hold	10,000	–	–	0.02%	206
2015 Q3	$93K	Hold	10,000	–	–	0.02%	199
2015 Q2	$114K	Sell	10,000 -100	-1%	-$1.07K	0.02%	201
2015 Q1	$97K	Sell	10,100 -200	-2%	-$1.83K	0.02%	204
2014 Q4	$96K	Hold	10,300	–	–	0.03%	180
2014 Q3	$80K	Hold	10,300	–	–	0.03%	155
2014 Q2	$95K	Buy	10,300 +200	+2%	+$1.74K	0.04%	159
2014 Q1	$86K	Buy	10,100 +100	+1%	+$870	0.04%	150
2013 Q4	$84K	Buy	+10,000	New	+$79.8K	0.05%	130

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SVA Wealth Management's MTG Position: Q2 2019 in Review

SVA Wealth Management sold out of MGIC Investment (MTG) in Q2 2019, closing a stake of 10,300 shares — an estimated $136K sold.

SVA Wealth Management first reported a position in MTG in Q4 2013 and held it in 22 quarters. The position peaked at $237K in Q4 2017. 320 funds tracked by Wall St. Rank hold MTG as of Q2 2019.

SVA Wealth Management reported no remaining MGIC Investment position as of Q2 2019 after selling out during the quarter.
SVA Wealth Management sold 10,300 MGIC Investment shares in Q2 2019, an estimated $136K.
SVA Wealth Management first reported a position in MGIC Investment in Q4 2013 and held it in 22 quarters.
SVA Wealth Management's MGIC Investment position peaked at $237K in Q4 2017.
320 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2019.

Based on SVA Wealth Management's 13F filing for Q2 2019, filed 13 Aug 2019.