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Milestone Advisory Partners’s AGNC Investment AGNC Stock Holding History

Milestone Advisory Partners’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
-12,132
Closed -$245K – 52
2017
Q4 		$245K Buy
+12,132
New +$249K 0.18% 42

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SOMRS
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NSLI
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State Street
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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

Milestone Advisory Partners's AGNC Position: Q1 2018 in Review

Milestone Advisory Partners sold out of AGNC Investment (AGNC) in Q1 2018, closing a stake of 12,132 shares — an estimated $245K sold.

Milestone Advisory Partners first reported a position in AGNC in Q4 2017 and held it in 1 quarter. The position peaked at $245K in Q4 2017. 337 funds tracked by Wall St. Rank hold AGNC as of Q1 2018.

  • Milestone Advisory Partners reported no remaining AGNC Investment position as of Q1 2018 after selling out during the quarter.
  • Milestone Advisory Partners sold 12,132 AGNC Investment shares in Q1 2018, an estimated $245K.
  • Milestone Advisory Partners first reported a position in AGNC Investment in Q4 2017 and held it in 1 quarter.
  • Milestone Advisory Partners's AGNC Investment position peaked at $245K in Q4 2017.
  • 337 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2018.

Based on Milestone Advisory Partners's 13F filing for Q1 2018, filed 4 Aug 2020.