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Integrated Wealth Management (Palm Desert)’s AGCO AGCO Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AGCO Stock Details AGCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-20
Closed -$1K – 1298
2015
Q2 		$1K Buy
+20
New +$1.01K ﹤0.01% 1205

Other funds holding AGCO

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AGCO Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of AGCO (AGCO) in Q3 2015, closing a stake of 20 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AGCO in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 348 funds tracked by Wall St. Rank hold AGCO as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining AGCO position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 20 AGCO shares in Q3 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in AGCO in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s AGCO position peaked at $1K in Q2 2015.
  • 348 funds tracked by Wall St. Rank held AGCO as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.