Geller Advisors’s AGNC Investment AGNC Stock Holding History

Geller Advisors’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
2015 Q2	–	Sell	-11,375	Closed	-$243K	–	34
2015 Q1	$243K	Buy	+11,375	New	+$246K	0.14%	35

Other funds holding AGNC

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

Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geller Advisors's AGNC Position: Q2 2015 in Review

Geller Advisors sold out of AGNC Investment (AGNC) in Q2 2015, closing a stake of 11,375 shares — an estimated $243K sold.

Geller Advisors first reported a position in AGNC in Q1 2015 and held it in 1 quarter. The position peaked at $243K in Q1 2015. 317 funds tracked by Wall St. Rank hold AGNC as of Q2 2015.

Geller Advisors reported no remaining AGNC Investment position as of Q2 2015 after selling out during the quarter.
Geller Advisors sold 11,375 AGNC Investment shares in Q2 2015, an estimated $243K.
Geller Advisors first reported a position in AGNC Investment in Q1 2015 and held it in 1 quarter.
Geller Advisors's AGNC Investment position peaked at $243K in Q1 2015.
317 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2015.

Based on Geller Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.