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Advisor Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Advisor Group’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$430K Sell
19,418
-968
-5% -$22.4K ﹤0.01% 1783
2019
Q3 		$483K Buy
+20,386
New +$473K ﹤0.01% 1640
2019
Q1 		– Sell
-24,874
Closed -$550K – 5213
2018
Q4 		$550K Buy
24,874
+19,548
+367% +$416K 0.01% 1335
2018
Q3 		$107K Buy
+5,326
New +$107K ﹤0.01% 2706
2016
Q3 		– Sell
-328
Closed -$7K – 4473
2016
Q2 		$7K Buy
+328
New +$7.21K ﹤0.01% 3628

Other funds holding BTAL

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Advisor Group's BTAL Position: Q4 2019 in Review

Advisor Group reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 4.7% in Q4 2019, selling an estimated $22.4K and leaving 19,418 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Advisor Group first reported a position in BTAL in Q2 2016 and has held it in 5 quarters since. The position peaked at $550K in Q4 2018. 27 funds tracked by Wall St. Rank hold BTAL as of Q4 2019.

  • Advisor Group held 19,418 shares of AGF US Market Neutral Anti-Beta Fund worth $430K as of Q4 2019.
  • Advisor Group sold 968 AGF US Market Neutral Anti-Beta Fund shares in Q4 2019, an estimated $22.4K.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1783 holding.
  • Advisor Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2016 and has held it in 5 quarters since.
  • Advisor Group's AGF US Market Neutral Anti-Beta Fund position peaked at $550K in Q4 2018.
  • 27 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2019.

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