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Cetera Advisors’s Assured Guaranty AGO Stock Holding History

Cetera Advisors’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
2016
Q4 		– Sell
-14,299
Closed -$401K – 727
2016
Q3 		$401K Sell
14,299
-229
-2% -$6.17K 0.03% 480
2016
Q2 		$369K Buy
+14,528
New +$374K 0.03% 512

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Cetera Advisors's AGO Position: Q4 2016 in Review

Cetera Advisors sold out of Assured Guaranty (AGO) in Q4 2016, closing a stake of 14,299 shares — an estimated $401K sold.

Cetera Advisors first reported a position in AGO in Q2 2016 and held it in 2 quarters. The position peaked at $401K in Q3 2016. 275 funds tracked by Wall St. Rank hold AGO as of Q4 2016.

  • Cetera Advisors reported no remaining Assured Guaranty position as of Q4 2016 after selling out during the quarter.
  • Cetera Advisors sold 14,299 Assured Guaranty shares in Q4 2016, an estimated $401K.
  • Cetera Advisors first reported a position in Assured Guaranty in Q2 2016 and held it in 2 quarters.
  • Cetera Advisors's Assured Guaranty position peaked at $401K in Q3 2016.
  • 275 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2016.

Based on Cetera Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.