Advocacy Wealth Management Services’s AGNC Investment AGNC Stock Holding History

Advocacy Wealth Management Services’s Portfolio AGNC Stock Details AGNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-2,600	Closed	-$56K	–	217
2017 Q3	$56K	Sell	2,600 -200	-7%	-$4.27K	0.02%	60
2017 Q2	$60K	Sell	2,800 -1,000	-26%	-$20.8K	0.02%	68
2017 Q1	$76K	Sell	3,800 -250	-6%	-$4.82K	0.03%	58
2016 Q4	$73K	Hold	4,050	–	–	0.02%	56
2016 Q3	$79K	Buy	4,050 +100	+3%	+$1.96K	0.03%	86
2016 Q2	$78K	Sell	3,950 -10,875	-73%	-$205K	0.04%	112
2016 Q1	$276K	Sell	14,825 -12,150	-45%	-$216K	0.19%	68
2015 Q4	$468K	Buy	+26,975	New	+$490K	0.53%	51
2013 Q3	$355K	Buy	15,735 +1,400	+10%	+$31.5K	0.97%	25
2013 Q2	$330K	Buy	+14,335	New	+$414K	1.32%	20

Other funds holding AGNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Advocacy Wealth Management Services's AGNC Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of AGNC Investment (AGNC) in Q4 2017, closing a stake of 2,600 shares — an estimated $56K sold.

Advocacy Wealth Management Services first reported a position in AGNC in Q2 2013 and held it in 10 quarters. The position peaked at $468K in Q4 2015. 357 funds tracked by Wall St. Rank hold AGNC as of Q4 2017.

Advocacy Wealth Management Services reported no remaining AGNC Investment position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 2,600 AGNC Investment shares in Q4 2017, an estimated $56K.
Advocacy Wealth Management Services first reported a position in AGNC Investment in Q2 2013 and held it in 10 quarters.
Advocacy Wealth Management Services's AGNC Investment position peaked at $468K in Q4 2015.
357 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.