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Ativo Capital Management’s Federal Agricultural Mortgage AGM Stock Holding History

Ativo Capital Management’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
-11,003
Closed -$985K – 207
2018
Q2 		$985K Sell
11,003
-6,002
-35% -$539K 0.27% 158
2018
Q1 		$1.48M Sell
17,005
-1,000
-6% -$81.1K 0.42% 71
2017
Q4 		$1.41M Buy
18,005
+1
+0% +$74 0.38% 97
2017
Q3 		$1.31M Buy
+18,004
New +$1.22M 0.35% 110
2014
Q4 		– Sell
-15,054
Closed -$484K – 225
2014
Q3 		$484K Hold
15,054
– – 0.19% 107
2014
Q2 		$468K Hold
15,054
– – 0.2% 112
2014
Q1 		$501K Buy
15,054
+804
+6% +$25.4K 0.2% 102
2013
Q4 		$488K Buy
14,250
+503
+4% +$17.4K 0.21% 107
2013
Q3 		$459K Buy
+13,747
New +$447K 0.22% 94

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

Ativo Capital Management's AGM Position: Q3 2018 in Review

Ativo Capital Management sold out of Federal Agricultural Mortgage (AGM) in Q3 2018, closing a stake of 11,003 shares — an estimated $985K sold.

Ativo Capital Management first reported a position in AGM in Q3 2013 and held it in 9 quarters. The position peaked at $1.48M in Q1 2018. 128 funds tracked by Wall St. Rank hold AGM as of Q3 2018.

  • Ativo Capital Management reported no remaining Federal Agricultural Mortgage position as of Q3 2018 after selling out during the quarter.
  • Ativo Capital Management sold 11,003 Federal Agricultural Mortgage shares in Q3 2018, an estimated $985K.
  • Ativo Capital Management first reported a position in Federal Agricultural Mortgage in Q3 2013 and held it in 9 quarters.
  • Ativo Capital Management's Federal Agricultural Mortgage position peaked at $1.48M in Q1 2018.
  • 128 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2018.

Based on Ativo Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.