Ameriprise
BTAL icon

Ameriprise’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Ameriprise’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
2020
Q1 		– Sell
-38,875
Closed -$861K – 3650
2019
Q4 		$861K Buy
+38,875
New +$900K ﹤0.01% 3123

Other funds holding BTAL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Ameriprise's BTAL Position: Q1 2020 in Review

Ameriprise sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2020, closing a stake of 38,875 shares — an estimated $861K sold.

Ameriprise first reported a position in BTAL in Q4 2019 and held it in 1 quarter. The position peaked at $861K in Q4 2019. 30 funds tracked by Wall St. Rank hold BTAL as of Q1 2020.

  • Ameriprise reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2020 after selling out during the quarter.
  • Ameriprise sold 38,875 AGF US Market Neutral Anti-Beta Fund shares in Q1 2020, an estimated $861K.
  • Ameriprise first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2019 and held it in 1 quarter.
  • Ameriprise's AGF US Market Neutral Anti-Beta Fund position peaked at $861K in Q4 2019.
  • 30 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2020.

Based on Ameriprise's 13F filing for Q1 2020, filed 15 May 2020.