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Glassman Wealth Services’s Assured Guaranty AGO Stock Holding History

Glassman Wealth Services’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8
Closed – – 1097
2019
Q4 		$0 Hold
8
– – ﹤0.01% 1148
2019
Q3 		$0 Buy
8
+2
+33% +$88 ﹤0.01% 1024
2019
Q2 		$0 Hold
6
– – ﹤0.01% 1043
2019
Q1 		$0 Hold
6
– – ﹤0.01% 1012
2018
Q4 		$0 Hold
6
– – ﹤0.01% 759
2018
Q3 		$0 Hold
6
– – ﹤0.01% 801
2018
Q2 		$0 Buy
+6
New +$218 ﹤0.01% 786

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Glassman Wealth Services's AGO Position: Q1 2020 in Review

Glassman Wealth Services sold out of Assured Guaranty (AGO) in Q1 2020, closing a stake of 8 shares.

Glassman Wealth Services first reported a position in AGO in Q2 2018 and held it in 7 quarters. The position peaked at $0 in Q4 2019. 236 funds tracked by Wall St. Rank hold AGO as of Q1 2020.

  • Glassman Wealth Services reported no remaining Assured Guaranty position as of Q1 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 8 Assured Guaranty shares in Q1 2020.
  • Glassman Wealth Services first reported a position in Assured Guaranty in Q2 2018 and held it in 7 quarters.
  • Glassman Wealth Services's Assured Guaranty position peaked at $0 in Q4 2019.
  • 236 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2020.

Based on Glassman Wealth Services's 13F filing for Q1 2020, filed 12 May 2020.