KIA
AGNCB

KCM Investment Advisors’s AGNC Investment Corp Series B Preferred Stock AGNCB Stock Holding History

KCM Investment Advisors’s Portfolio AGNCB Stock Details AGNCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-43,836
Closed -$1.11M – 443
2018
Q4 		$1.11M Sell
43,836
-536
-1% -$13.6K 0.07% 217
2018
Q3 		$1.13M Sell
44,372
-1,776
-4% -$45.9K 0.06% 227
2018
Q2 		$1.19M Buy
46,148
+3,569
+8% +$92K 0.07% 214
2018
Q1 		$1.09M Buy
42,579
+5,926
+16% +$154K 0.07% 241
2017
Q4 		$947K Sell
36,653
-1,622
-4% -$42.7K 0.06% 266
2017
Q3 		$997K Buy
38,275
+4,391
+13% +$115K 0.06% 250
2017
Q2 		$885K Buy
33,884
+1,119
+3% +$29.2K 0.06% 261
2017
Q1 		$852K Buy
32,765
+3,797
+13% +$96.8K 0.05% 270
2016
Q4 		$727K Buy
28,968
+2,085
+8% +$52.8K 0.05% 294
2016
Q3 		$690K Buy
+26,883
New +$702K 0.05% 305

Other funds holding AGNCB

SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

KCM Investment Advisors's AGNCB Position: Q1 2019 in Review

KCM Investment Advisors sold out of AGNC Investment Corp Series B Preferred Stock (AGNCB) in Q1 2019, closing a stake of 43,836 shares — an estimated $1.11M sold.

KCM Investment Advisors first reported a position in AGNCB in Q3 2016 and held it in 10 quarters. The position peaked at $1.19M in Q2 2018. 5 funds tracked by Wall St. Rank hold AGNCB as of Q1 2019.

  • KCM Investment Advisors reported no remaining AGNC Investment Corp Series B Preferred Stock position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 43,836 AGNC Investment Corp Series B Preferred Stock shares in Q1 2019, an estimated $1.11M.
  • KCM Investment Advisors first reported a position in AGNC Investment Corp Series B Preferred Stock in Q3 2016 and held it in 10 quarters.
  • KCM Investment Advisors's AGNC Investment Corp Series B Preferred Stock position peaked at $1.19M in Q2 2018.
  • 5 funds tracked by Wall St. Rank held AGNC Investment Corp Series B Preferred Stock as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.