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Klingman & Associates’s AGNC Investment AGNC Stock Holding History

Klingman & Associates’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,047
Closed -$22K – 368
2014
Q4 		$22K Buy
+1,047
New +$23.6K 0.01% 228

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T
TOBAM Paris, France $384M AUM 10.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Klingman & Associates's AGNC Position: Q1 2015 in Review

Klingman & Associates sold out of AGNC Investment (AGNC) in Q1 2015, closing a stake of 1,047 shares — an estimated $22K sold.

Klingman & Associates first reported a position in AGNC in Q4 2014 and held it in 1 quarter. The position peaked at $22K in Q4 2014. 343 funds tracked by Wall St. Rank hold AGNC as of Q1 2015.

  • Klingman & Associates reported no remaining AGNC Investment position as of Q1 2015 after selling out during the quarter.
  • Klingman & Associates sold 1,047 AGNC Investment shares in Q1 2015, an estimated $22K.
  • Klingman & Associates first reported a position in AGNC Investment in Q4 2014 and held it in 1 quarter.
  • Klingman & Associates's AGNC Investment position peaked at $22K in Q4 2014.
  • 343 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2015.

Based on Klingman & Associates's 13F filing for Q1 2015, filed 9 Feb 2016.