DWM
AGNC icon

Doyle Wealth Management’s AGNC Investment AGNC Stock Holding History

Doyle Wealth Management’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
2019
Q1 		– Sell
-400
Closed -$7K – 207
2018
Q4 		$7K Buy
+400
New +$7.13K ﹤0.01% 673

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's AGNC Position: Q1 2019 in Review

Doyle Wealth Management sold out of AGNC Investment (AGNC) in Q1 2019, closing a stake of 400 shares — an estimated $7K sold.

Doyle Wealth Management first reported a position in AGNC in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 389 funds tracked by Wall St. Rank hold AGNC as of Q1 2019.

  • Doyle Wealth Management reported no remaining AGNC Investment position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 400 AGNC Investment shares in Q1 2019, an estimated $7K.
  • Doyle Wealth Management first reported a position in AGNC Investment in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's AGNC Investment position peaked at $7K in Q4 2018.
  • 389 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.