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Gupta Wealth Management’s AGNC Investment AGNC Stock Holding History

Gupta Wealth 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
Q1 		– Sell
-1,500
Closed -$26K – 1152
2015
Q4 		$26K Buy
+1,500
New +$27.2K 0.01% 594
2015
Q3 		– Sell
-500
Closed -$9K – 1255
2015
Q2 		$9K Hold
500
– – ﹤0.01% 907
2015
Q1 		$11K Buy
+500
New +$10.8K ﹤0.01% 728

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gupta Wealth Management's AGNC Position: Q1 2016 in Review

Gupta Wealth Management sold out of AGNC Investment (AGNC) in Q1 2016, closing a stake of 1,500 shares — an estimated $26K sold.

Gupta Wealth Management first reported a position in AGNC in Q1 2015 and held it in 3 quarters. The position peaked at $26K in Q4 2015. 354 funds tracked by Wall St. Rank hold AGNC as of Q1 2016.

  • Gupta Wealth Management reported no remaining AGNC Investment position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,500 AGNC Investment shares in Q1 2016, an estimated $26K.
  • Gupta Wealth Management first reported a position in AGNC Investment in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's AGNC Investment position peaked at $26K in Q4 2015.
  • 354 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.