Axa
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Axa’s Federal Agricultural Mortgage AGM Stock Holding History

Axa’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
2016
Q1 		– Sell
-3,700
Closed -$117K – 1319
2015
Q4 		$117K Sell
3,700
-6,394
-63% -$192K ﹤0.01% 1229
2015
Q3 		$262K Sell
10,094
-25,640
-72% -$677K ﹤0.01% 1170
2015
Q2 		$1.04M Hold
35,734
– – ﹤0.01% 954
2015
Q1 		$1.01M Buy
35,734
+3,294
+10% +$97.7K ﹤0.01% 946
2014
Q4 		$984K Buy
32,440
+7,800
+32% +$240K ﹤0.01% 961
2014
Q3 		$792K Buy
24,640
+10,816
+78% +$340K ﹤0.01% 965
2014
Q2 		$430K Buy
13,824
+9,714
+236% +$318K ﹤0.01% 1110
2014
Q1 		$137K Sell
4,110
-4,670
-53% -$147K ﹤0.01% 1263
2013
Q4 		$301K Buy
8,780
+6,680
+318% +$231K ﹤0.01% 1155
2013
Q3 		$70K Buy
+2,100
New +$68.3K ﹤0.01% 1207

Other funds holding AGM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Axa's AGM Position: Q1 2016 in Review

Axa sold out of Federal Agricultural Mortgage (AGM) in Q1 2016, closing a stake of 3,700 shares — an estimated $117K sold.

Axa first reported a position in AGM in Q3 2013 and held it in 10 quarters. The position peaked at $1.04M in Q2 2015. 96 funds tracked by Wall St. Rank hold AGM as of Q1 2016.

  • Axa reported no remaining Federal Agricultural Mortgage position as of Q1 2016 after selling out during the quarter.
  • Axa sold 3,700 Federal Agricultural Mortgage shares in Q1 2016, an estimated $117K.
  • Axa first reported a position in Federal Agricultural Mortgage in Q3 2013 and held it in 10 quarters.
  • Axa's Federal Agricultural Mortgage position peaked at $1.04M in Q2 2015.
  • 96 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2016.

Based on Axa's 13F filing for Q1 2016, filed 13 May 2016.