Advisor Group’s AGFiQ U.S. Market Neutral Momentum Fund MOM Stock Holding History

Advisor Group’s Portfolio MOM Stock Details MOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,973	Closed	-$100K	–	5329
2018 Q3	$100K	Sell	3,973 -1,270	-24%	-$31.6K	﹤0.01%	2757
2018 Q2	$128K	Buy	+5,243	New	+$134K	﹤0.01%	2329
2017 Q4	–	Sell	-98	Closed	-$2K	–	5135
2017 Q3	$2K	Sell	98 -33	-25%	-$761	﹤0.01%	4601
2017 Q2	$3K	Hold	131	–	–	﹤0.01%	4449
2017 Q1	$3K	Sell	131 -1,795	-93%	-$40.3K	﹤0.01%	4325
2016 Q4	$44K	Buy	1,926 +60	+3%	+$1.4K	﹤0.01%	2714
2016 Q3	$45K	Buy	1,866 +658	+54%	+$16.3K	﹤0.01%	2626
2016 Q2	$32K	Buy	+1,208	New	+$30.8K	﹤0.01%	2744

Other funds holding MOM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's MOM Position: Q4 2018 in Review

Advisor Group sold out of AGFiQ U.S. Market Neutral Momentum Fund (MOM) in Q4 2018, closing a stake of 3,973 shares — an estimated $100K sold.

Advisor Group first reported a position in MOM in Q2 2016 and held it in 8 quarters. The position peaked at $128K in Q2 2018. 3 funds tracked by Wall St. Rank hold MOM as of Q4 2018.

Advisor Group reported no remaining AGFiQ U.S. Market Neutral Momentum Fund position as of Q4 2018 after selling out during the quarter.
Advisor Group sold 3,973 AGFiQ U.S. Market Neutral Momentum Fund shares in Q4 2018, an estimated $100K.
Advisor Group first reported a position in AGFiQ U.S. Market Neutral Momentum Fund in Q2 2016 and held it in 8 quarters.
Advisor Group's AGFiQ U.S. Market Neutral Momentum Fund position peaked at $128K in Q2 2018.
3 funds tracked by Wall St. Rank held AGFiQ U.S. Market Neutral Momentum Fund as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.