Janney Montgomery Scott
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Janney Montgomery Scott’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Janney Montgomery Scott’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
2019
Q1 		– Sell
-187,086
Closed -$4.14M – 2005
2018
Q4 		$4.14M Buy
+187,086
New +$3.98M 0.04% 413

Other funds holding BTAL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
TA
TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Janney Montgomery Scott's BTAL Position: Q1 2019 in Review

Janney Montgomery Scott sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2019, closing a stake of 187,086 shares — an estimated $4.14M sold.

Janney Montgomery Scott first reported a position in BTAL in Q4 2018 and held it in 1 quarter. The position peaked at $4.14M in Q4 2018. 15 funds tracked by Wall St. Rank hold BTAL as of Q1 2019.

  • Janney Montgomery Scott reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2019 after selling out during the quarter.
  • Janney Montgomery Scott sold 187,086 AGF US Market Neutral Anti-Beta Fund shares in Q1 2019, an estimated $4.14M.
  • Janney Montgomery Scott first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2018 and held it in 1 quarter.
  • Janney Montgomery Scott's AGF US Market Neutral Anti-Beta Fund position peaked at $4.14M in Q4 2018.
  • 15 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2019.

Based on Janney Montgomery Scott's 13F filing for Q1 2019, filed 30 Apr 2019.