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Advisor Group’s Assured Guaranty AGO Stock Holding History

Advisor Group’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$137K Sell
2,790
-10,349
-79% -$495K ﹤0.01% 2692
2019
Q3 		$584K Buy
13,139
+7,462
+131% +$328K ﹤0.01% 1502
2019
Q2 		$239K Sell
5,677
-829
-13% -$36.6K ﹤0.01% 2161
2019
Q1 		$288K Buy
6,506
+3,816
+142% +$159K ﹤0.01% 1996
2018
Q4 		$103K Buy
2,690
+630
+31% +$25.2K ﹤0.01% 2627
2018
Q3 		$88K Buy
2,060
+321
+18% +$12.7K ﹤0.01% 2846
2018
Q2 		$62K Sell
1,739
-5
-0.3% -$182 ﹤0.01% 2913
2018
Q1 		$63K Buy
1,744
+450
+35% +$15.9K ﹤0.01% 2891
2017
Q4 		$44K Buy
1,294
+493
+62% +$17.9K ﹤0.01% 3160
2017
Q3 		$30K Sell
801
-34
-4% -$1.46K ﹤0.01% 3301
2017
Q2 		$35K Sell
835
-122
-13% -$4.81K ﹤0.01% 3085
2017
Q1 		$36K Buy
957
+348
+57% +$13.8K ﹤0.01% 2964
2016
Q4 		$23K Buy
609
+256
+73% +$8.6K ﹤0.01% 3126
2016
Q3 		$10K Sell
353
-1,229
-78% -$33.1K ﹤0.01% 3542
2016
Q2 		$40K Buy
+1,582
New +$40.7K ﹤0.01% 2585

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Advisor Group's AGO Position: Q4 2019 in Review

Advisor Group reduced its Assured Guaranty (AGO) stake by 79% in Q4 2019, selling an estimated $495K and leaving 2,790 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

Advisor Group first reported a position in AGO in Q2 2016 and has held it in 15 quarters since. The position peaked at $584K in Q3 2019. 278 funds tracked by Wall St. Rank hold AGO as of Q4 2019.

  • Advisor Group held 2,790 shares of Assured Guaranty worth $137K as of Q4 2019.
  • Advisor Group sold 10,349 Assured Guaranty shares in Q4 2019, an estimated $495K.
  • Assured Guaranty made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2692 holding.
  • Advisor Group first reported a position in Assured Guaranty in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Assured Guaranty position peaked at $584K in Q3 2019.
  • 278 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2019.

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