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Avantax Planning Partners’s Assured Guaranty AGO Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-259
Closed -$11K – 299
2018
Q3 		$11K Buy
+259
New +$10.3K ﹤0.01% 845
2018
Q2 		– Sell
-530
Closed -$19K – 266
2018
Q1 		$19K Buy
+530
New +$18.7K ﹤0.01% 782

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Avantax Planning Partners's AGO Position: Q4 2018 in Review

Avantax Planning Partners sold out of Assured Guaranty (AGO) in Q4 2018, closing a stake of 259 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in AGO in Q1 2018 and held it in 2 quarters. The position peaked at $19K in Q1 2018. 285 funds tracked by Wall St. Rank hold AGO as of Q4 2018.

  • Avantax Planning Partners reported no remaining Assured Guaranty position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 259 Assured Guaranty shares in Q4 2018, an estimated $11K.
  • Avantax Planning Partners first reported a position in Assured Guaranty in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Assured Guaranty position peaked at $19K in Q1 2018.
  • 285 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.