BCI
BTAL icon

Brinker Capital Investments’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Brinker Capital Investments’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
-1,922
Closed -$43K – 359
2019
Q4 		$43K Sell
1,922
-554
-22% -$12.8K ﹤0.01% 430
2019
Q3 		$59K Sell
2,476
-275
-10% -$6.38K ﹤0.01% 416
2019
Q2 		$60K Buy
+2,751
New +$60K ﹤0.01% 574

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 $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Brinker Capital Investments's BTAL Position: Q1 2020 in Review

Brinker Capital Investments sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2020, closing a stake of 1,922 shares — an estimated $43K sold.

Brinker Capital Investments first reported a position in BTAL in Q2 2019 and held it in 3 quarters. The position peaked at $60K in Q2 2019. 30 funds tracked by Wall St. Rank hold BTAL as of Q1 2020.

  • Brinker Capital Investments reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2020 after selling out during the quarter.
  • Brinker Capital Investments sold 1,922 AGF US Market Neutral Anti-Beta Fund shares in Q1 2020, an estimated $43K.
  • Brinker Capital Investments first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2019 and held it in 3 quarters.
  • Brinker Capital Investments's AGF US Market Neutral Anti-Beta Fund position peaked at $60K in Q2 2019.
  • 30 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2020.

Based on Brinker Capital Investments's 13F filing for Q1 2020, filed 13 May 2020.