KA
AGM icon

Kaizen Advisory’s Federal Agricultural Mortgage AGM Stock Holding History

Kaizen Advisory’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-13,718
Closed -$1.23M – 571
2018
Q2 		$1.23M Buy
13,718
+12,954
+1,696% +$1.16M 0.62% 32
2018
Q1 		$66K Sell
764
-14,917
-95% -$1.21M 0.07% 161
2017
Q4 		$1.23M Buy
+15,681
New +$1.16M 0.73% 46

Other funds holding AGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Kaizen Advisory's AGM Position: Q3 2018 in Review

Kaizen Advisory sold out of Federal Agricultural Mortgage (AGM) in Q3 2018, closing a stake of 13,718 shares — an estimated $1.23M sold.

Kaizen Advisory first reported a position in AGM in Q4 2017 and held it in 3 quarters. The position peaked at $1.23M in Q2 2018. 128 funds tracked by Wall St. Rank hold AGM as of Q3 2018.

  • Kaizen Advisory reported no remaining Federal Agricultural Mortgage position as of Q3 2018 after selling out during the quarter.
  • Kaizen Advisory sold 13,718 Federal Agricultural Mortgage shares in Q3 2018, an estimated $1.23M.
  • Kaizen Advisory first reported a position in Federal Agricultural Mortgage in Q4 2017 and held it in 3 quarters.
  • Kaizen Advisory's Federal Agricultural Mortgage position peaked at $1.23M in Q2 2018.
  • 128 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.