AWM
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AllSquare Wealth Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

AllSquare Wealth Management’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
2017
Q4 		– Sell
-355
Closed -$7K – 385
2017
Q3 		$7K Buy
+355
New +$7.1K 0.01% 282
2017
Q2 		– Sell
-355
Closed -$7K – 188
2017
Q1 		$7K Hold
355
– – 0.01% 275
2016
Q4 		$7K Hold
355
– – 0.01% 249
2016
Q3 		$7K Hold
355
– – 0.01% 234
2016
Q2 		$8K Hold
355
– – 0.01% 214
2016
Q1 		$8K Buy
+355
New +$7.94K 0.01% 215

Other funds holding BTAL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllSquare Wealth Management's BTAL Position: Q4 2017 in Review

AllSquare Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2017, closing a stake of 355 shares — an estimated $7K sold.

AllSquare Wealth Management first reported a position in BTAL in Q1 2016 and held it in 6 quarters. The position peaked at $8K in Q2 2016. 5 funds tracked by Wall St. Rank hold BTAL as of Q4 2017.

  • AllSquare Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2017 after selling out during the quarter.
  • AllSquare Wealth Management sold 355 AGF US Market Neutral Anti-Beta Fund shares in Q4 2017, an estimated $7K.
  • AllSquare Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2016 and held it in 6 quarters.
  • AllSquare Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $8K in Q2 2016.
  • 5 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2017.

Based on AllSquare Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.