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Cypress Wealth Advisors’s Assured Guaranty AGO Stock Holding History

Cypress Wealth 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
2017
Q2 		– Sell
-13,259
Closed -$492K – 90
2017
Q1 		$492K Hold
13,259
– – 0.22% 98
2016
Q4 		$501K Hold
13,259
– – 0.23% 91
2016
Q3 		$368K Hold
13,259
– – 0.17% 121
2016
Q2 		$336K Buy
+13,259
New +$341K 0.17% 119

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cypress Wealth Advisors's AGO Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Assured Guaranty (AGO) in Q2 2017, closing a stake of 13,259 shares — an estimated $492K sold.

Cypress Wealth Advisors first reported a position in AGO in Q2 2016 and held it in 4 quarters. The position peaked at $501K in Q4 2016. 272 funds tracked by Wall St. Rank hold AGO as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Assured Guaranty position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 13,259 Assured Guaranty shares in Q2 2017, an estimated $492K.
  • Cypress Wealth Advisors first reported a position in Assured Guaranty in Q2 2016 and held it in 4 quarters.
  • Cypress Wealth Advisors's Assured Guaranty position peaked at $501K in Q4 2016.
  • 272 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.