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WBH Advisory’s MBIA MBI Stock Holding History

WBH Advisory’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
2020
Q1 		– Sell
-12,650
Closed -$117K – 232
2019
Q4 		$117K Sell
12,650
-750
-6% -$7.13K 0.02% 242
2019
Q3 		$123K Sell
13,400
-2,200
-14% -$20.6K 0.03% 236
2019
Q2 		$145K Sell
15,600
-6,550
-30% -$61.1K 0.03% 230
2019
Q1 		$210K Sell
22,150
-5,300
-19% -$52K 0.05% 223
2018
Q4 		$244 Sell
27,450
-5,650
-17% -$53.8K 0.06% 204
2018
Q3 		$353K Buy
+33,100
New +$339K 0.09% 187

Other funds holding MBI

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
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return

WBH Advisory's MBI Position: Q1 2020 in Review

WBH Advisory sold out of MBIA (MBI) in Q1 2020, closing a stake of 12,650 shares — an estimated $117K sold.

WBH Advisory first reported a position in MBI in Q3 2018 and held it in 6 quarters. The position peaked at $353K in Q3 2018. 125 funds tracked by Wall St. Rank hold MBI as of Q1 2020.

  • WBH Advisory reported no remaining MBIA position as of Q1 2020 after selling out during the quarter.
  • WBH Advisory sold 12,650 MBIA shares in Q1 2020, an estimated $117K.
  • WBH Advisory first reported a position in MBIA in Q3 2018 and held it in 6 quarters.
  • WBH Advisory's MBIA position peaked at $353K in Q3 2018.
  • 125 funds tracked by Wall St. Rank held MBIA as of Q1 2020.

Based on WBH Advisory's 13F filing for Q1 2020, filed 7 May 2020.