WAM
MTGE

Wealthspire Advisors (Maryland)’s MTGE Investment Corp. Common Stock MTGE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MTGE Stock Details MTGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-15
Closed – – 1983
2015
Q4 		$0 Buy
+15
New +$220 ﹤0.01% 1844

Other funds holding MTGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MTGE Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of MTGE Investment Corp. Common Stock (MTGE) in Q1 2016, closing a stake of 15 shares.

Wealthspire Advisors (Maryland) first reported a position in MTGE in Q4 2015 and held it in 1 quarter. The position peaked at $0 in Q4 2015. 118 funds tracked by Wall St. Rank hold MTGE as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining MTGE Investment Corp. Common Stock position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 15 MTGE Investment Corp. Common Stock shares in Q1 2016.
  • Wealthspire Advisors (Maryland) first reported a position in MTGE Investment Corp. Common Stock in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s MTGE Investment Corp. Common Stock position peaked at $0 in Q4 2015.
  • 118 funds tracked by Wall St. Rank held MTGE Investment Corp. Common Stock as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.