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Wealthcare Capital Management’s MGIC Investment MTG Stock Holding History

Wealthcare Capital 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
2016
Q1 		– Sell
-2,145
Closed -$19K – 225
2015
Q4 		$19K Hold
2,145
– – ﹤0.01% 120
2015
Q3 		$20K Sell
2,145
-800
-27% -$8.48K ﹤0.01% 129
2015
Q2 		$34K Sell
2,945
-1,730
-37% -$18.5K ﹤0.01% 125
2015
Q1 		$45K Buy
+4,675
New +$42.8K 0.01% 270

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Wealthcare Capital Management's MTG Position: Q1 2016 in Review

Wealthcare Capital Management sold out of MGIC Investment (MTG) in Q1 2016, closing a stake of 2,145 shares — an estimated $19K sold.

Wealthcare Capital Management first reported a position in MTG in Q1 2015 and held it in 4 quarters. The position peaked at $45K in Q1 2015. 243 funds tracked by Wall St. Rank hold MTG as of Q1 2016.

  • Wealthcare Capital Management reported no remaining MGIC Investment position as of Q1 2016 after selling out during the quarter.
  • Wealthcare Capital Management sold 2,145 MGIC Investment shares in Q1 2016, an estimated $19K.
  • Wealthcare Capital Management first reported a position in MGIC Investment in Q1 2015 and held it in 4 quarters.
  • Wealthcare Capital Management's MGIC Investment position peaked at $45K in Q1 2015.
  • 243 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2016.

Based on Wealthcare Capital Management's 13F filing for Q1 2016, filed 20 Sep 2017.