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Endurance Wealth Management’s Federal Agricultural Mortgage AGM Stock Holding History

Endurance Wealth Management’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
2017
Q3 		– Sell
-80
Closed -$5.4K – 497
2017
Q2 		$5K Hold
80
– – ﹤0.01% 444
2017
Q1 		$5K Buy
+80
New +$4.62K ﹤0.01% 446

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CAM
ClariVest Asset Management San Diego, California $980M AUM 60.89% 1-Year Est. Return

Endurance Wealth Management's AGM Position: Q3 2017 in Review

Endurance Wealth Management sold out of Federal Agricultural Mortgage (AGM) in Q3 2017, closing a stake of 80 shares — an estimated $5.4K sold.

Endurance Wealth Management first reported a position in AGM in Q1 2017 and held it in 2 quarters. The position peaked at $5K in Q2 2017. 121 funds tracked by Wall St. Rank hold AGM as of Q3 2017.

  • Endurance Wealth Management reported no remaining Federal Agricultural Mortgage position as of Q3 2017 after selling out during the quarter.
  • Endurance Wealth Management sold 80 Federal Agricultural Mortgage shares in Q3 2017, an estimated $5.4K.
  • Endurance Wealth Management first reported a position in Federal Agricultural Mortgage in Q1 2017 and held it in 2 quarters.
  • Endurance Wealth Management's Federal Agricultural Mortgage position peaked at $5K in Q2 2017.
  • 121 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2017.

Based on Endurance Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.