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Macroview Investment Management’s iShares Agency Bond ETF AGZ Stock Holding History

Macroview Investment Management’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
2014
Q2 		– Sell
-950
Closed -$106K – 184
2014
Q1 		$106K Hold
950
– – 0.16% 36
2013
Q4 		$105K Sell
950
-350
-27% -$38.9K 0.19% 32
2013
Q3 		$145K Sell
1,300
-1,850
-59% -$205K 0.25% 29
2013
Q2 		$349K Buy
+3,150
New +$355K 0.36% 14

Other funds holding AGZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ACP
Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Macroview Investment Management's AGZ Position: Q2 2014 in Review

Macroview Investment Management sold out of iShares Agency Bond ETF (AGZ) in Q2 2014, closing a stake of 950 shares — an estimated $106K sold.

Macroview Investment Management first reported a position in AGZ in Q2 2013 and held it in 4 quarters. The position peaked at $349K in Q2 2013. 56 funds tracked by Wall St. Rank hold AGZ as of Q2 2014.

  • Macroview Investment Management reported no remaining iShares Agency Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Macroview Investment Management sold 950 iShares Agency Bond ETF shares in Q2 2014, an estimated $106K.
  • Macroview Investment Management first reported a position in iShares Agency Bond ETF in Q2 2013 and held it in 4 quarters.
  • Macroview Investment Management's iShares Agency Bond ETF position peaked at $349K in Q2 2013.
  • 56 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2014.

Based on Macroview Investment Management's 13F filing for Q2 2014, filed 29 Jul 2014.