LVZ Inc’s iShares Agency Bond ETF AGZ Stock Holding History

LVZ Inc’s Portfolio AGZ Stock Details AGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-24,174	Closed	-$2.78M	–	33
2016 Q1	$2.78M	Buy	+24,174	New	+$2.76M	1.31%	16

Other funds holding AGZ

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LVZ Inc's AGZ Position: Q2 2016 in Review

LVZ Inc sold out of iShares Agency Bond ETF (AGZ) in Q2 2016, closing a stake of 24,174 shares — an estimated $2.78M sold.

LVZ Inc first reported a position in AGZ in Q1 2016 and held it in 1 quarter. The position peaked at $2.78M in Q1 2016. 76 funds tracked by Wall St. Rank hold AGZ as of Q2 2016.

LVZ Inc reported no remaining iShares Agency Bond ETF position as of Q2 2016 after selling out during the quarter.
LVZ Inc sold 24,174 iShares Agency Bond ETF shares in Q2 2016, an estimated $2.78M.
LVZ Inc first reported a position in iShares Agency Bond ETF in Q1 2016 and held it in 1 quarter.
LVZ Inc's iShares Agency Bond ETF position peaked at $2.78M in Q1 2016.
76 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2016.

Based on LVZ Inc's 13F filing for Q2 2016, filed 3 Aug 2016.