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Independent Portfolio Consultants’s AGNC Investment AGNC Stock Holding History

Independent Portfolio Consultants’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
2015
Q1 		– Sell
-41,080
Closed -$897K – 984
2014
Q4 		$897K Buy
+41,080
New +$926K 0.18% 167

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T
TOBAM Paris, France $384M AUM 10.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Independent Portfolio Consultants's AGNC Position: Q1 2015 in Review

Independent Portfolio Consultants sold out of AGNC Investment (AGNC) in Q1 2015, closing a stake of 41,080 shares — an estimated $897K sold.

Independent Portfolio Consultants first reported a position in AGNC in Q4 2014 and held it in 1 quarter. The position peaked at $897K in Q4 2014. 343 funds tracked by Wall St. Rank hold AGNC as of Q1 2015.

  • Independent Portfolio Consultants reported no remaining AGNC Investment position as of Q1 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 41,080 AGNC Investment shares in Q1 2015, an estimated $897K.
  • Independent Portfolio Consultants first reported a position in AGNC Investment in Q4 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's AGNC Investment position peaked at $897K in Q4 2014.
  • 343 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2015.

Based on Independent Portfolio Consultants's 13F filing for Q1 2015, filed 27 May 2015.