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Gary Goldberg Planning Services’s AGNC Investment AGNC Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		– Sell
-78
Closed -$2K – 450
2014
Q3 		$2K Buy
+78
New +$1.8K ﹤0.01% 452
2013
Q3 		– Sell
-2,300
Closed -$53K – 358
2013
Q2 		$53K Buy
+2,300
New +$66.5K 0.03% 182

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T
TOBAM Paris, France $384M AUM 10.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPGAM
BTG Pactual Global Asset Management Hamilton, Bermuda $600M AUM 28.3% 1-Year Est. Return

Gary Goldberg Planning Services's AGNC Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of AGNC Investment (AGNC) in Q4 2014, closing a stake of 78 shares — an estimated $2K sold.

Gary Goldberg Planning Services first reported a position in AGNC in Q2 2013 and held it in 2 quarters. The position peaked at $53K in Q2 2013. 346 funds tracked by Wall St. Rank hold AGNC as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining AGNC Investment position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 78 AGNC Investment shares in Q4 2014, an estimated $2K.
  • Gary Goldberg Planning Services first reported a position in AGNC Investment in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's AGNC Investment position peaked at $53K in Q2 2013.
  • 346 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.