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Denver PWM’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Denver PWM’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-250
Closed -$5.93K – 89
2019
Q3 		$5.93K Buy
+250
New +$5.8K ﹤0.01% 198

Other funds holding BTAL

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Denver PWM's BTAL Position: Q4 2019 in Review

Denver PWM sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2019, closing a stake of 250 shares — an estimated $5.93K sold.

Denver PWM first reported a position in BTAL in Q3 2019 and held it in 1 quarter. The position peaked at $5.93K in Q3 2019. 27 funds tracked by Wall St. Rank hold BTAL as of Q4 2019.

  • Denver PWM reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2019 after selling out during the quarter.
  • Denver PWM sold 250 AGF US Market Neutral Anti-Beta Fund shares in Q4 2019, an estimated $5.93K.
  • Denver PWM first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2019 and held it in 1 quarter.
  • Denver PWM's AGF US Market Neutral Anti-Beta Fund position peaked at $5.93K in Q3 2019.
  • 27 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.