Wealthcare Advisory Partners’s MBIA MBI Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-4,500	Closed	-$43K	–	1308
2021 Q1	$43K	Buy	+4,500	New	+$34.9K	﹤0.01%	927
2019 Q1	–	Sell	-25	Closed	–	–	1251
2018 Q4	$0	Hold	25	–	–	﹤0.01%	1250
2018 Q3	$0	Hold	25	–	–	﹤0.01%	1274
2018 Q2	$0	Sell	25 -426	-94%	-$3.84K	﹤0.01%	1281
2018 Q1	$4K	Sell	451 -14	-3%	-$113	﹤0.01%	875
2017 Q4	$3K	Hold	465	–	–	﹤0.01%	882
2017 Q3	$4K	Buy	+465	New	+$4.67K	﹤0.01%	685

Other funds holding MBI

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Wealthcare Advisory Partners's MBI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of MBIA (MBI) in Q2 2021, closing a stake of 4,500 shares — an estimated $43K sold.

Wealthcare Advisory Partners first reported a position in MBI in Q3 2017 and held it in 7 quarters. The position peaked at $43K in Q1 2021. 109 funds tracked by Wall St. Rank hold MBI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining MBIA position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,500 MBIA shares in Q2 2021, an estimated $43K.
Wealthcare Advisory Partners first reported a position in MBIA in Q3 2017 and held it in 7 quarters.
Wealthcare Advisory Partners's MBIA position peaked at $43K in Q1 2021.
109 funds tracked by Wall St. Rank held MBIA as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.