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Wealthspire Advisors (Maryland)’s MGIC Investment MTG Stock Holding History

Wealthspire Advisors (Maryland)’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
-3,587
Closed -$47K – 1422
2019
Q1 		$47K Sell
3,587
-355
-9% -$4.42K ﹤0.01% 920
2018
Q4 		$41K Sell
3,942
-3,953
-50% -$46.3K ﹤0.01% 942
2018
Q3 		$105K Sell
7,895
-2,539
-24% -$31.5K 0.01% 670
2018
Q2 		$112K Buy
10,434
+3,259
+45% +$35.5K 0.01% 661
2018
Q1 		$93K Buy
7,175
+1,396
+24% +$19.8K 0.01% 742
2017
Q4 		$82K Buy
5,779
+2,787
+93% +$39.2K 0.01% 793
2017
Q3 		$37K Buy
2,992
+654
+28% +$7.6K ﹤0.01% 1081
2017
Q2 		$26K Buy
2,338
+1,811
+344% +$19.5K ﹤0.01% 1169
2017
Q1 		$5K Buy
527
+100
+23% +$1.05K ﹤0.01% 1520
2016
Q4 		$4K Hold
427
– – ﹤0.01% 1427
2016
Q3 		$3K Hold
427
– – ﹤0.01% 1480
2016
Q2 		$3K Sell
427
-1,227
-74% -$8.36K ﹤0.01% 1443
2016
Q1 		$13K Buy
1,654
+165
+11% +$1.18K ﹤0.01% 1121
2015
Q4 		$13K Buy
+1,489
New +$14K ﹤0.01% 1117

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of MGIC Investment (MTG) in Q2 2019, closing a stake of 3,587 shares — an estimated $47K sold.

Wealthspire Advisors (Maryland) first reported a position in MTG in Q4 2015 and held it in 14 quarters. The position peaked at $112K in Q2 2018. 320 funds tracked by Wall St. Rank hold MTG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining MGIC Investment position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,587 MGIC Investment shares in Q2 2019, an estimated $47K.
  • Wealthspire Advisors (Maryland) first reported a position in MGIC Investment in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s MGIC Investment position peaked at $112K in Q2 2018.
  • 320 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2019.

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