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FundX Investment Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

FundX Investment Group’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-15,000
Closed -$385K – 39
2020
Q1 		$385K Buy
+15,000
New +$357K 0.14% 28

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

FundX Investment Group's BTAL Position: Q2 2020 in Review

FundX Investment Group sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2020, closing a stake of 15,000 shares — an estimated $385K sold.

FundX Investment Group first reported a position in BTAL in Q1 2020 and held it in 1 quarter. The position peaked at $385K in Q1 2020. 40 funds tracked by Wall St. Rank hold BTAL as of Q2 2020.

  • FundX Investment Group reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2020 after selling out during the quarter.
  • FundX Investment Group sold 15,000 AGF US Market Neutral Anti-Beta Fund shares in Q2 2020, an estimated $385K.
  • FundX Investment Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2020 and held it in 1 quarter.
  • FundX Investment Group's AGF US Market Neutral Anti-Beta Fund position peaked at $385K in Q1 2020.
  • 40 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2020.

Based on FundX Investment Group's 13F filing for Q2 2020, filed 11 Aug 2020.