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Family Management’s Assured Guaranty AGO Stock Holding History

Family 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
2020
Q1 		– Sell
-8,500
Closed -$417K – 155
2019
Q4 		$417K Buy
+8,500
New +$406K 0.14% 101

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Family Management's AGO Position: Q1 2020 in Review

Family Management sold out of Assured Guaranty (AGO) in Q1 2020, closing a stake of 8,500 shares — an estimated $417K sold.

Family Management first reported a position in AGO in Q4 2019 and held it in 1 quarter. The position peaked at $417K in Q4 2019. 236 funds tracked by Wall St. Rank hold AGO as of Q1 2020.

  • Family Management reported no remaining Assured Guaranty position as of Q1 2020 after selling out during the quarter.
  • Family Management sold 8,500 Assured Guaranty shares in Q1 2020, an estimated $417K.
  • Family Management first reported a position in Assured Guaranty in Q4 2019 and held it in 1 quarter.
  • Family Management's Assured Guaranty position peaked at $417K in Q4 2019.
  • 236 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2020.

Based on Family Management's 13F filing for Q1 2020, filed 6 May 2020.