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Aviance Capital Partners’s Assured Guaranty AGO Stock Holding History

Aviance Capital 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
2020
Q1 		– Sell
-5,227
Closed -$256K – 210
2019
Q4 		$256K Sell
5,227
-25,322
-83% -$1.21M 0.07% 203
2019
Q3 		$1.36M Sell
30,549
-2,723
-8% -$120K 0.4% 78
2019
Q2 		$1.4M Buy
33,272
+1,628
+5% +$71.8K 0.39% 77
2019
Q1 		$1.41M Buy
31,644
+524
+2% +$21.8K 0.4% 65
2018
Q4 		$1.19M Buy
31,120
+17,099
+122% +$683K 0.42% 69
2018
Q3 		$592K Buy
14,021
+7,861
+128% +$312K 0.14% 156
2018
Q2 		$220K Buy
+6,160
New +$224K 0.06% 209

Other funds holding AGO

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aviance Capital Partners's AGO Position: Q1 2020 in Review

Aviance Capital Partners sold out of Assured Guaranty (AGO) in Q1 2020, closing a stake of 5,227 shares — an estimated $256K sold.

Aviance Capital Partners first reported a position in AGO in Q2 2018 and held it in 7 quarters. The position peaked at $1.41M in Q1 2019. 236 funds tracked by Wall St. Rank hold AGO as of Q1 2020.

  • Aviance Capital Partners reported no remaining Assured Guaranty position as of Q1 2020 after selling out during the quarter.
  • Aviance Capital Partners sold 5,227 Assured Guaranty shares in Q1 2020, an estimated $256K.
  • Aviance Capital Partners first reported a position in Assured Guaranty in Q2 2018 and held it in 7 quarters.
  • Aviance Capital Partners's Assured Guaranty position peaked at $1.41M in Q1 2019.
  • 236 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2020.

Based on Aviance Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.