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Howe & Rusling’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Howe & Rusling’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-802
Closed -$15K – 951
2020
Q4 		$15K Buy
802
+268
+50% +$5.6K ﹤0.01% 434
2020
Q3 		$13K Hold
534
– – ﹤0.01% 400
2020
Q2 		$13K Buy
+534
New +$13.2K ﹤0.01% 395

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Howe & Rusling's BTAL Position: Q1 2021 in Review

Howe & Rusling sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2021, closing a stake of 802 shares — an estimated $15K sold.

Howe & Rusling first reported a position in BTAL in Q2 2020 and held it in 3 quarters. The position peaked at $15K in Q4 2020. 32 funds tracked by Wall St. Rank hold BTAL as of Q1 2021.

  • Howe & Rusling reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2021 after selling out during the quarter.
  • Howe & Rusling sold 802 AGF US Market Neutral Anti-Beta Fund shares in Q1 2021, an estimated $15K.
  • Howe & Rusling first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2020 and held it in 3 quarters.
  • Howe & Rusling's AGF US Market Neutral Anti-Beta Fund position peaked at $15K in Q4 2020.
  • 32 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2021.

Based on Howe & Rusling's 13F filing for Q1 2021, filed 13 May 2021.