Mount Yale Investment Advisors’s Assured Guaranty AGO Stock Holding History

Mount Yale Investment Advisors’s Portfolio AGO Stock Details AGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,478	Closed	-$205K	–	290
2019 Q4	$205K	Sell	4,478 -1	-0%	-$48	0.04%	313
2019 Q3	$216K	Sell	4,479 -5,569	-55%	-$245K	0.04%	292
2019 Q2	$429K	Sell	10,048 -3,730	-27%	-$164K	0.08%	214
2019 Q1	$612K	Sell	13,778 -462	-3%	-$19.2K	0.11%	145
2018 Q4	$578K	Sell	14,240 -779	-5%	-$31.1K	0.12%	157
2018 Q3	$621K	Sell	15,019 -954	-6%	-$37.9K	0.11%	148
2018 Q2	$571K	Sell	15,973 -370	-2%	-$13.5K	0.11%	156
2018 Q1	$592K	Buy	+16,343	New	+$576K	0.13%	146

Other funds holding AGO

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mount Yale Investment Advisors's AGO Position: Q1 2020 in Review

Mount Yale Investment Advisors sold out of Assured Guaranty (AGO) in Q1 2020, closing a stake of 4,478 shares — an estimated $205K sold.

Mount Yale Investment Advisors first reported a position in AGO in Q1 2018 and held it in 8 quarters. The position peaked at $621K in Q3 2018. 236 funds tracked by Wall St. Rank hold AGO as of Q1 2020.

Mount Yale Investment Advisors reported no remaining Assured Guaranty position as of Q1 2020 after selling out during the quarter.
Mount Yale Investment Advisors sold 4,478 Assured Guaranty shares in Q1 2020, an estimated $205K.
Mount Yale Investment Advisors first reported a position in Assured Guaranty in Q1 2018 and held it in 8 quarters.
Mount Yale Investment Advisors's Assured Guaranty position peaked at $621K in Q3 2018.
236 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2020, filed 4 May 2020.