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MYCIO Wealth Partners’s Assured Guaranty AGO Stock Holding History

MYCIO Wealth Partners’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
-12,085
Closed -$592K – 41
2019
Q4 		$592K Hold
12,085
– – 0.04% 179
2019
Q3 		$537K Sell
12,085
-100
-0.8% -$4.4K 0.04% 170
2019
Q2 		$513K Sell
12,185
-200
-2% -$8.82K 0.04% 164
2019
Q1 		$550K Sell
12,385
-285
-2% -$11.9K 0.05% 153
2018
Q4 		$485K Sell
12,670
-1,115
-8% -$44.5K 0.05% 155
2018
Q3 		$582K Sell
13,785
-1,200
-8% -$47.6K 0.06% 140
2018
Q2 		$535K Sell
14,985
-300
-2% -$10.9K 0.06% 147
2018
Q1 		$553K Hold
15,285
– – 0.06% 125
2017
Q4 		$518K Hold
15,285
– – 0.06% 134
2017
Q3 		$577K Buy
15,285
+6,000
+65% +$257K 0.07% 122
2017
Q2 		$388K Buy
+9,285
New +$366K 0.05% 146
2016
Q4 		– Sell
-5,500
Closed -$153K – 231
2016
Q3 		$153K Buy
5,500
+500
+10% +$13.5K 0.03% 203
2016
Q2 		$127K Sell
5,000
-1,300
-21% -$33.5K 0.02% 227
2016
Q1 		$159K Sell
6,300
-1,350
-18% -$33.2K 0.03% 179
2015
Q4 		$202K Sell
7,650
-1,850
-19% -$49.6K 0.04% 148
2015
Q3 		$238K Sell
9,500
-2,500
-21% -$62.9K 0.05% 119
2015
Q2 		$288K Sell
12,000
-400
-3% -$11.1K 0.06% 118
2015
Q1 		$327K Hold
12,400
– – 0.07% 107
2014
Q4 		$322K Hold
12,400
– – 0.07% 104
2014
Q3 		$275K Hold
12,400
– – 0.06% 112
2014
Q2 		$304K Sell
12,400
-568
-4% -$14.1K 0.07% 108
2014
Q1 		$328K Hold
12,968
– – 0.08% 98
2013
Q4 		$306K Hold
12,968
– – 0.08% 107
2013
Q3 		$243K Hold
12,968
– – 0.07% 111
2013
Q2 		$286K Buy
+12,968
New +$283K 0.08% 100

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MYCIO Wealth Partners's AGO Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Assured Guaranty (AGO) in Q1 2020, closing a stake of 12,085 shares — an estimated $592K sold.

MYCIO Wealth Partners first reported a position in AGO in Q2 2013 and held it in 25 quarters. The position peaked at $592K in Q4 2019. 236 funds tracked by Wall St. Rank hold AGO as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Assured Guaranty position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 12,085 Assured Guaranty shares in Q1 2020, an estimated $592K.
  • MYCIO Wealth Partners first reported a position in Assured Guaranty in Q2 2013 and held it in 25 quarters.
  • MYCIO Wealth Partners's Assured Guaranty position peaked at $592K in Q4 2019.
  • 236 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.