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Clarus Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Clarus Wealth 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
Q3 		– Sell
-1,378
Closed -$26K – 700
2018
Q2 		$26K Buy
+1,378
New +$26K 0.02% 382
2018
Q1 		– Sell
-15,676
Closed -$316K – 127
2017
Q4 		$316K Buy
+15,676
New +$322K 0.3% 53

Other funds holding AGNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clarus Wealth Advisors's AGNC Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of AGNC Investment (AGNC) in Q3 2018, closing a stake of 1,378 shares — an estimated $26K sold.

Clarus Wealth Advisors first reported a position in AGNC in Q4 2017 and held it in 2 quarters. The position peaked at $316K in Q4 2017. 355 funds tracked by Wall St. Rank hold AGNC as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining AGNC Investment position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,378 AGNC Investment shares in Q3 2018, an estimated $26K.
  • Clarus Wealth Advisors first reported a position in AGNC Investment in Q4 2017 and held it in 2 quarters.
  • Clarus Wealth Advisors's AGNC Investment position peaked at $316K in Q4 2017.
  • 355 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.