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Advisory Research’s Federal Agricultural Mortgage AGM Stock Holding History

Advisory Research’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
2018
Q3 		– Sell
-7,146
Closed -$639K – 362
2018
Q2 		$639K Buy
7,146
+1,916
+37% +$172K 0.01% 294
2018
Q1 		$455K Sell
5,230
-1,950
-27% -$158K 0.01% 316
2017
Q4 		$562K Sell
7,180
-1,216
-14% -$90.2K 0.01% 320
2017
Q3 		$611K Sell
8,396
-2,015
-19% -$136K 0.01% 349
2017
Q2 		$674K Buy
10,411
+100
+1% +$6.05K 0.01% 339
2017
Q1 		$594K Sell
10,311
-16,145
-61% -$933K 0.01% 350
2016
Q4 		$1.51M Sell
26,456
-559
-2% -$27.2K 0.02% 236
2016
Q3 		$1.07M Sell
27,015
-4,165
-13% -$163K 0.02% 176
2016
Q2 		$1.09M Sell
31,180
-670
-2% -$24.9K 0.02% 173
2016
Q1 		$1.2M Sell
31,850
-1,520
-5% -$49.3K 0.02% 172
2015
Q4 		$1.05M Sell
33,370
-3,280
-9% -$98.6K 0.02% 197
2015
Q3 		$950K Sell
36,650
-4,150
-10% -$110K 0.01% 208
2015
Q2 		$1.19M Sell
40,800
-370
-0.9% -$11.7K 0.01% 219
2015
Q1 		$1.16M Buy
+41,170
New +$1.22M 0.01% 227

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Advisory Research's AGM Position: Q3 2018 in Review

Advisory Research sold out of Federal Agricultural Mortgage (AGM) in Q3 2018, closing a stake of 7,146 shares — an estimated $639K sold.

Advisory Research first reported a position in AGM in Q1 2015 and held it in 14 quarters. The position peaked at $1.51M in Q4 2016. 128 funds tracked by Wall St. Rank hold AGM as of Q3 2018.

  • Advisory Research reported no remaining Federal Agricultural Mortgage position as of Q3 2018 after selling out during the quarter.
  • Advisory Research sold 7,146 Federal Agricultural Mortgage shares in Q3 2018, an estimated $639K.
  • Advisory Research first reported a position in Federal Agricultural Mortgage in Q1 2015 and held it in 14 quarters.
  • Advisory Research's Federal Agricultural Mortgage position peaked at $1.51M in Q4 2016.
  • 128 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2018.

Based on Advisory Research's 13F filing for Q3 2018, filed 13 Nov 2018.