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Wealthspire Advisors (Maryland)’s MBIA MBI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-780
Closed -$7K – 1358
2019
Q1 		$7K Buy
780
+8
+1% +$79 ﹤0.01% 1680
2018
Q4 		$7K Sell
772
-1
-0.1% -$10 ﹤0.01% 1603
2018
Q3 		$8K Hold
773
– – ﹤0.01% 1614
2018
Q2 		$7K Hold
773
– – ﹤0.01% 1668
2018
Q1 		$7K Hold
773
– – ﹤0.01% 1686
2017
Q4 		$6K Sell
773
-398
-34% -$3.1K ﹤0.01% 1776
2017
Q3 		$10K Hold
1,171
– – ﹤0.01% 1578
2017
Q2 		$11K Buy
1,171
+53
+5% +$451 ﹤0.01% 1497
2017
Q1 		$9K Buy
1,118
+377
+51% +$3.79K ﹤0.01% 1367
2016
Q4 		$8K Hold
741
– – ﹤0.01% 1293
2016
Q3 		$6K Hold
741
– – ﹤0.01% 1360
2016
Q2 		$5K Hold
741
– – ﹤0.01% 1341
2016
Q1 		$7K Sell
741
-14
-2% -$102 ﹤0.01% 1257
2015
Q4 		$5K Buy
+755
New +$5.12K ﹤0.01% 1354

Other funds holding MBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 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
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MBI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of MBIA (MBI) in Q2 2019, closing a stake of 780 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in MBI in Q4 2015 and held it in 14 quarters. The position peaked at $11K in Q2 2017. 137 funds tracked by Wall St. Rank hold MBI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining MBIA position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 780 MBIA shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in MBIA in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s MBIA position peaked at $11K in Q2 2017.
  • 137 funds tracked by Wall St. Rank held MBIA as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.