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WFG Advisors’s MBIA MBI Stock Holding History

WFG Advisors’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
2013
Q3 		– Sell
-92
Closed -$1K – 2207
2013
Q2 		$1K Buy
+92
New +$1.16K ﹤0.01% 1965

Other funds holding MBI

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TAM
Taylor Asset Management Toronto, Ontario, Canada $154M AUM 10.32% 1-Year Est. Return

WFG Advisors's MBI Position: Q3 2013 in Review

WFG Advisors sold out of MBIA (MBI) in Q3 2013, closing a stake of 92 shares — an estimated $1K sold.

WFG Advisors first reported a position in MBI in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 204 funds tracked by Wall St. Rank hold MBI as of Q3 2013.

  • WFG Advisors reported no remaining MBIA position as of Q3 2013 after selling out during the quarter.
  • WFG Advisors sold 92 MBIA shares in Q3 2013, an estimated $1K.
  • WFG Advisors first reported a position in MBIA in Q2 2013 and held it in 1 quarter.
  • WFG Advisors's MBIA position peaked at $1K in Q2 2013.
  • 204 funds tracked by Wall St. Rank held MBIA as of Q3 2013.

Based on WFG Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.