FFSOTS
AGNC icon

Fiduciary Financial Services of The Southwest’s AGNC Investment AGNC Stock Holding History

Fiduciary Financial Services of The Southwest’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
2013
Q3 		– Sell
-15,115
Closed -$348K – 159
2013
Q2 		$348K Buy
+15,115
New +$437K 0.12% 125

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's AGNC Position: Q3 2013 in Review

Fiduciary Financial Services of The Southwest sold out of AGNC Investment (AGNC) in Q3 2013, closing a stake of 15,115 shares — an estimated $348K sold.

Fiduciary Financial Services of The Southwest first reported a position in AGNC in Q2 2013 and held it in 1 quarter. The position peaked at $348K in Q2 2013. 327 funds tracked by Wall St. Rank hold AGNC as of Q3 2013.

  • Fiduciary Financial Services of The Southwest reported no remaining AGNC Investment position as of Q3 2013 after selling out during the quarter.
  • Fiduciary Financial Services of The Southwest sold 15,115 AGNC Investment shares in Q3 2013, an estimated $348K.
  • Fiduciary Financial Services of The Southwest first reported a position in AGNC Investment in Q2 2013 and held it in 1 quarter.
  • Fiduciary Financial Services of The Southwest's AGNC Investment position peaked at $348K in Q2 2013.
  • 327 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2013.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q3 2013, filed 12 Nov 2013.