EWM
AGO icon

Evercore Wealth Management’s Assured Guaranty AGO Stock Holding History

Evercore Wealth Management’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
2018
Q1 		– Sell
-706
Closed -$24K – 361
2017
Q4 		$24K Hold
706
– – ﹤0.01% 697
2017
Q3 		$27K Hold
706
– – ﹤0.01% 652
2017
Q2 		$29K Sell
706
-2,675
-79% -$105K ﹤0.01% 651
2017
Q1 		$125K Buy
3,381
+2,675
+379% +$106K ﹤0.01% 436
2016
Q4 		$27K Hold
706
– – ﹤0.01% 710
2016
Q3 		$20K Hold
706
– – ﹤0.01% 764
2016
Q2 		$18K Buy
+706
New +$18.2K ﹤0.01% 770
2014
Q2 		– Sell
-3,450
Closed -$87K – 1004
2014
Q1 		$87K Buy
+3,450
New +$81.6K ﹤0.01% 510

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 $535B AUM 26.23% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return