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Integrated Advisors Network’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Integrated Advisors Network’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
2020
Q1 		– Sell
-190,389
Closed -$4.22M – 384
2019
Q4 		$4.22M Buy
+190,389
New +$4.41M 0.57% 45

Other funds holding BTAL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Integrated Advisors Network's BTAL Position: Q1 2020 in Review

Integrated Advisors Network sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2020, closing a stake of 190,389 shares — an estimated $4.22M sold.

Integrated Advisors Network first reported a position in BTAL in Q4 2019 and held it in 1 quarter. The position peaked at $4.22M in Q4 2019. 30 funds tracked by Wall St. Rank hold BTAL as of Q1 2020.

  • Integrated Advisors Network reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2020 after selling out during the quarter.
  • Integrated Advisors Network sold 190,389 AGF US Market Neutral Anti-Beta Fund shares in Q1 2020, an estimated $4.22M.
  • Integrated Advisors Network first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2019 and held it in 1 quarter.
  • Integrated Advisors Network's AGF US Market Neutral Anti-Beta Fund position peaked at $4.22M in Q4 2019.
  • 30 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2020.

Based on Integrated Advisors Network's 13F filing for Q1 2020, filed 6 May 2020.