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Whitnell & Co’s MBIA MBI Stock Holding History

Whitnell & Co’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
-645
Closed -$9K – 326
2013
Q2 		$9K Buy
+645
New +$8.1K ﹤0.01% 289

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

Whitnell & Co's MBI Position: Q3 2013 in Review

Whitnell & Co sold out of MBIA (MBI) in Q3 2013, closing a stake of 645 shares — an estimated $9K sold.

Whitnell & Co first reported a position in MBI in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 204 funds tracked by Wall St. Rank hold MBI as of Q3 2013.

  • Whitnell & Co reported no remaining MBIA position as of Q3 2013 after selling out during the quarter.
  • Whitnell & Co sold 645 MBIA shares in Q3 2013, an estimated $9K.
  • Whitnell & Co first reported a position in MBIA in Q2 2013 and held it in 1 quarter.
  • Whitnell & Co's MBIA position peaked at $9K in Q2 2013.
  • 204 funds tracked by Wall St. Rank held MBIA as of Q3 2013.

Based on Whitnell & Co's 13F filing for Q3 2013, filed 12 Nov 2013.