Natixis Advisors
AGZ icon

Natixis Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Natixis Advisors’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-59,791
Closed -$6.62M – 1108
2013
Q2 		$6.62M Buy
+59,791
New +$6.75M 0.13% 270

Other funds holding AGZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ACP
Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

Natixis Advisors's AGZ Position: Q3 2013 in Review

Natixis Advisors sold out of iShares Agency Bond ETF (AGZ) in Q3 2013, closing a stake of 59,791 shares — an estimated $6.62M sold.

Natixis Advisors first reported a position in AGZ in Q2 2013 and held it in 1 quarter. The position peaked at $6.62M in Q2 2013. 56 funds tracked by Wall St. Rank hold AGZ as of Q3 2013.

  • Natixis Advisors reported no remaining iShares Agency Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Natixis Advisors sold 59,791 iShares Agency Bond ETF shares in Q3 2013, an estimated $6.62M.
  • Natixis Advisors first reported a position in iShares Agency Bond ETF in Q2 2013 and held it in 1 quarter.
  • Natixis Advisors's iShares Agency Bond ETF position peaked at $6.62M in Q2 2013.
  • 56 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2013.

Based on Natixis Advisors's 13F filing for Q3 2013, filed 30 Oct 2013.