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Genovese Burford & Brothers Wealth & Retirement Plan Management’s AGNC Investment AGNC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2016
Q4 		– Sell
-623
Closed -$12K – 491
2016
Q3 		$12K Buy
+623
New +$12.2K ﹤0.01% 279

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 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's AGNC Position: Q4 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of AGNC Investment (AGNC) in Q4 2016, closing a stake of 623 shares — an estimated $12K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in AGNC in Q3 2016 and held it in 1 quarter. The position peaked at $12K in Q3 2016. 341 funds tracked by Wall St. Rank hold AGNC as of Q4 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining AGNC Investment position as of Q4 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 623 AGNC Investment shares in Q4 2016, an estimated $12K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in AGNC Investment in Q3 2016 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's AGNC Investment position peaked at $12K in Q3 2016.
  • 341 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2016, filed 13 Feb 2017.