LWM
AGNC icon

LBA Wealth Management’s AGNC Investment AGNC Stock Holding History

LBA Wealth Management’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
2017
Q1 		$0 Hold
3
– – ﹤0.01% 438
2016
Q4 		$0 Buy
+3
New +$57 ﹤0.01% 440
2016
Q3 		– Sell
-3
Closed – – 446
2016
Q2 		$0 Hold
3
– – ﹤0.01% 441
2016
Q1 		$0 Hold
3
– – ﹤0.01% 413
2015
Q4 		$0 Hold
3
– – ﹤0.01% 407
2015
Q3 		$0 Buy
+3
New +$58 ﹤0.01% 341

Other funds holding AGNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LBA Wealth Management's AGNC Position: Q1 2017 in Review

LBA Wealth Management held its AGNC Investment (AGNC) position steady in Q1 2017 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #438.

LBA Wealth Management first reported a position in AGNC in Q3 2015 and has held it in 6 quarters since. 327 funds tracked by Wall St. Rank hold AGNC as of Q1 2017.

  • LBA Wealth Management held 3 shares of AGNC Investment worth $0 as of Q1 2017.
  • LBA Wealth Management left its AGNC Investment share count unchanged in Q1 2017.
  • AGNC Investment made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #438 holding.
  • LBA Wealth Management first reported a position in AGNC Investment in Q3 2015 and has held it in 6 quarters since.
  • 327 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.