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Legacy Private Trust’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Legacy Private Trust’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
2013
Q3 		– Sell
-75,477
Closed -$1.59M – 191
2013
Q2 		$1.59M Buy
+75,477
New +$1.62M 0.37% 69

Other funds holding BTAL

VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Legacy Private Trust's BTAL Position: Q3 2013 in Review

Legacy Private Trust sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2013, closing a stake of 75,477 shares — an estimated $1.59M sold.

Legacy Private Trust first reported a position in BTAL in Q2 2013 and held it in 1 quarter. The position peaked at $1.59M in Q2 2013. 5 funds tracked by Wall St. Rank hold BTAL as of Q3 2013.

  • Legacy Private Trust reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2013 after selling out during the quarter.
  • Legacy Private Trust sold 75,477 AGF US Market Neutral Anti-Beta Fund shares in Q3 2013, an estimated $1.59M.
  • Legacy Private Trust first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2013 and held it in 1 quarter.
  • Legacy Private Trust's AGF US Market Neutral Anti-Beta Fund position peaked at $1.59M in Q2 2013.
  • 5 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2013.

Based on Legacy Private Trust's 13F filing for Q3 2013, filed 8 Oct 2013.