Monarch Partners Asset Management’s Federal Agricultural Mortgage AGM Stock Holding History

Monarch Partners Asset Management’s Portfolio AGM Stock Details AGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-36,137	Closed	-$1.12M	–	129
2014 Q2	$1.12M	Sell	36,137 -22,190	-38%	-$727K	0.29%	115
2014 Q1	$1.94M	Buy	58,327 +218	+0.4%	+$6.88K	0.71%	63
2013 Q4	$1.99M	Sell	58,109 -14,505	-20%	-$501K	0.74%	59
2013 Q3	$2.42M	Buy	+72,614	New	+$2.36M	0.85%	47

Other funds holding AGM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Monarch Partners Asset Management's AGM Position: Q3 2014 in Review

Monarch Partners Asset Management sold out of Federal Agricultural Mortgage (AGM) in Q3 2014, closing a stake of 36,137 shares — an estimated $1.12M sold.

Monarch Partners Asset Management first reported a position in AGM in Q3 2013 and held it in 4 quarters. The position peaked at $2.42M in Q3 2013. 78 funds tracked by Wall St. Rank hold AGM as of Q3 2014.

Monarch Partners Asset Management reported no remaining Federal Agricultural Mortgage position as of Q3 2014 after selling out during the quarter.
Monarch Partners Asset Management sold 36,137 Federal Agricultural Mortgage shares in Q3 2014, an estimated $1.12M.
Monarch Partners Asset Management first reported a position in Federal Agricultural Mortgage in Q3 2013 and held it in 4 quarters.
Monarch Partners Asset Management's Federal Agricultural Mortgage position peaked at $2.42M in Q3 2013.
78 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2014.

Based on Monarch Partners Asset Management's 13F filing for Q3 2014, filed 10 Nov 2014.