Convergence Investment Partners’s Federal Agricultural Mortgage AGM Stock Holding History

Convergence Investment Partners’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
2019 Q2	–	Sell	-2,427	Closed	-$176K	–	299
2019 Q1	$176K	Buy	+2,427	New	+$177K	0.04%	286
2018 Q2	–	Sell	-14,147	Closed	-$1.23M	–	319
2018 Q1	$1.23M	Sell	14,147 -1,721	-11%	-$140K	0.16%	205
2017 Q4	$1.24M	Buy	+15,868	New	+$1.18M	0.17%	216
2017 Q3	–	Sell	-13,659	Closed	-$884K	–	318
2017 Q2	$884K	Buy	+13,659	New	+$827K	0.13%	256

Other funds holding AGM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Convergence Investment Partners's AGM Position: Q2 2019 in Review

Convergence Investment Partners sold out of Federal Agricultural Mortgage (AGM) in Q2 2019, closing a stake of 2,427 shares — an estimated $176K sold.

Convergence Investment Partners first reported a position in AGM in Q2 2017 and held it in 4 quarters. The position peaked at $1.24M in Q4 2017. 118 funds tracked by Wall St. Rank hold AGM as of Q2 2019.

Convergence Investment Partners reported no remaining Federal Agricultural Mortgage position as of Q2 2019 after selling out during the quarter.
Convergence Investment Partners sold 2,427 Federal Agricultural Mortgage shares in Q2 2019, an estimated $176K.
Convergence Investment Partners first reported a position in Federal Agricultural Mortgage in Q2 2017 and held it in 4 quarters.
Convergence Investment Partners's Federal Agricultural Mortgage position peaked at $1.24M in Q4 2017.
118 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2019.

Based on Convergence Investment Partners's 13F filing for Q2 2019, filed 23 Jul 2019.