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Clarfeld Financial Advisors’s AGNC Investment AGNC Stock Holding History

Clarfeld Financial Advisors’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$2K Buy
+129
New +$2.3K ﹤0.01% 431

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Clarfeld Financial Advisors's AGNC Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in AGNC Investment (AGNC) in Q4 2018: 129 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #431 among its holdings.

390 funds tracked by Wall St. Rank hold AGNC as of Q4 2018.

  • Clarfeld Financial Advisors held 129 shares of AGNC Investment worth $2K as of Q4 2018.
  • AGNC Investment was a new Clarfeld Financial Advisors position in Q4 2018.
  • AGNC Investment made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #431 holding.
  • 390 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.