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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return