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Loring Wolcott & Coolidge Fiduciary Advisors’s AGNC Investment AGNC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2018
Q1 		– Sell
-201
Closed -$4K – 723
2017
Q4 		$4K Hold
201
– – ﹤0.01% 612
2017
Q3 		$4K Buy
+201
New +$4.3K ﹤0.01% 598

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AGNC Position: Q1 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of AGNC Investment (AGNC) in Q1 2018, closing a stake of 201 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AGNC in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 338 funds tracked by Wall St. Rank hold AGNC as of Q1 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining AGNC Investment position as of Q1 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 201 AGNC Investment shares in Q1 2018, an estimated $4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AGNC Investment in Q3 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's AGNC Investment position peaked at $4K in Q4 2017.
  • 338 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2018, filed 20 Apr 2018.