IWM
AGTC

IHT Wealth Management’s Applied Genetic Technologies Corporation AGTC Stock Holding History

IHT Wealth Management’s Portfolio AGTC Stock Details AGTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-661
Closed -$3K – 1792
2017
Q3 		$3K Buy
661
+550
+495% +$2.53K ﹤0.01% 1187
2017
Q2 		$1 Hold
111
– – ﹤0.01% 1388
2017
Q1 		$1K Hold
111
– – ﹤0.01% 1234
2016
Q4 		$1K Buy
+111
New +$1K ﹤0.01% 1173

Other funds holding AGTC

IVM
InterWest Venture Management San Francisco, California $20.6M AUM 48.5% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

IHT Wealth Management's AGTC Position: Q4 2017 in Review

IHT Wealth Management sold out of Applied Genetic Technologies Corporation (AGTC) in Q4 2017, closing a stake of 661 shares — an estimated $3K sold.

IHT Wealth Management first reported a position in AGTC in Q4 2016 and held it in 4 quarters. The position peaked at $3K in Q3 2017. 62 funds tracked by Wall St. Rank hold AGTC as of Q4 2017.

  • IHT Wealth Management reported no remaining Applied Genetic Technologies Corporation position as of Q4 2017 after selling out during the quarter.
  • IHT Wealth Management sold 661 Applied Genetic Technologies Corporation shares in Q4 2017, an estimated $3K.
  • IHT Wealth Management first reported a position in Applied Genetic Technologies Corporation in Q4 2016 and held it in 4 quarters.
  • IHT Wealth Management's Applied Genetic Technologies Corporation position peaked at $3K in Q3 2017.
  • 62 funds tracked by Wall St. Rank held Applied Genetic Technologies Corporation as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.