AWCI
AGO icon

Alpine Woods Capital Investors’s Assured Guaranty AGO Stock Holding History

Alpine Woods Capital Investors’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-20,000
Closed -$443K – 443
2014
Q3 		$443K Hold
20,000
– – 0.02% 345
2014
Q2 		$490 Hold
20,000
– – 0.01% 326
2014
Q1 		$506K Buy
+20,000
New +$473K 0.03% 306

Other funds holding AGO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return

Alpine Woods Capital Investors's AGO Position: Q4 2014 in Review

Alpine Woods Capital Investors sold out of Assured Guaranty (AGO) in Q4 2014, closing a stake of 20,000 shares — an estimated $443K sold.

Alpine Woods Capital Investors first reported a position in AGO in Q1 2014 and held it in 3 quarters. The position peaked at $506K in Q1 2014. 251 funds tracked by Wall St. Rank hold AGO as of Q4 2014.

  • Alpine Woods Capital Investors reported no remaining Assured Guaranty position as of Q4 2014 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 20,000 Assured Guaranty shares in Q4 2014, an estimated $443K.
  • Alpine Woods Capital Investors first reported a position in Assured Guaranty in Q1 2014 and held it in 3 quarters.
  • Alpine Woods Capital Investors's Assured Guaranty position peaked at $506K in Q1 2014.
  • 251 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2014.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2014, filed 10 Feb 2015.