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Elite Wealth Management’s AGNC Investment AGNC Stock Holding History

Elite 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
2014
Q4 		– Sell
-12,200
Closed -$259K – 82
2014
Q3 		$259K Buy
+12,200
New +$281K 0.23% 64

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T
TOBAM Paris, France $384M AUM 10.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPGAM
BTG Pactual Global Asset Management Hamilton, Bermuda $600M AUM 28.3% 1-Year Est. Return

Elite Wealth Management's AGNC Position: Q4 2014 in Review

Elite Wealth Management sold out of AGNC Investment (AGNC) in Q4 2014, closing a stake of 12,200 shares — an estimated $259K sold.

Elite Wealth Management first reported a position in AGNC in Q3 2014 and held it in 1 quarter. The position peaked at $259K in Q3 2014. 346 funds tracked by Wall St. Rank hold AGNC as of Q4 2014.

  • Elite Wealth Management reported no remaining AGNC Investment position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 12,200 AGNC Investment shares in Q4 2014, an estimated $259K.
  • Elite Wealth Management first reported a position in AGNC Investment in Q3 2014 and held it in 1 quarter.
  • Elite Wealth Management's AGNC Investment position peaked at $259K in Q3 2014.
  • 346 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.