AG
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Advisor Group’s Federal Agricultural Mortgage AGM Stock Holding History

Advisor Group’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$122K Buy
1,456
+204
+16% +$17K ﹤0.01% 2782
2019
Q3 		$102K Buy
1,252
+217
+21% +$17K ﹤0.01% 2871
2019
Q2 		$76K Sell
1,035
-47
-4% -$3.46K ﹤0.01% 3063
2019
Q1 		$79K Buy
1,082
+174
+19% +$12.7K ﹤0.01% 3052
2018
Q4 		$55K Buy
908
+188
+26% +$12.5K ﹤0.01% 3111
2018
Q3 		$52K Buy
720
+288
+67% +$24.4K ﹤0.01% 3252
2018
Q2 		$39K Buy
432
+33
+8% +$2.96K ﹤0.01% 3281
2018
Q1 		$35K Buy
399
+240
+151% +$19.5K ﹤0.01% 3333
2017
Q4 		$12K Buy
159
+21
+15% +$1.56K ﹤0.01% 3974
2017
Q3 		$10K Sell
138
-12
-8% -$810 ﹤0.01% 3949
2017
Q2 		$10K Buy
150
+22
+17% +$1.33K ﹤0.01% 3900
2017
Q1 		$7K Sell
128
-10
-7% -$578 ﹤0.01% 3953
2016
Q4 		$8K Buy
+138
New +$6.72K ﹤0.01% 3711

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's AGM Position: Q4 2019 in Review

Advisor Group increased its Federal Agricultural Mortgage (AGM) stake by 16% in Q4 2019, buying an estimated $17K and bringing the position to 1,456 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

Advisor Group first reported a position in AGM in Q4 2016 and has held it in 13 quarters since. 143 funds tracked by Wall St. Rank hold AGM as of Q4 2019.

  • Advisor Group held 1,456 shares of Federal Agricultural Mortgage worth $122K as of Q4 2019.
  • Advisor Group bought 204 Federal Agricultural Mortgage shares in Q4 2019, an estimated $17K.
  • Federal Agricultural Mortgage made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2782 holding.
  • Advisor Group first reported a position in Federal Agricultural Mortgage in Q4 2016 and has held it in 13 quarters since.
  • 143 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.