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Next Financial Group’s Assured Guaranty AGO Stock Holding History

Next Financial Group’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
-2,854
Closed -$140K – 2108
2019
Q4 		$140K Buy
+2,854
New +$136K 0.01% 830
2016
Q4 		– Sell
-500
Closed -$14K – 2365
2016
Q3 		$14K Buy
+500
New +$13.5K ﹤0.01% 1503
2014
Q4 		– Sell
-1,150
Closed -$25K – 1894
2014
Q3 		$25K Buy
+1,150
New +$26.8K 0.01% 1279

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

Next Financial Group's AGO Position: Q1 2020 in Review

Next Financial Group sold out of Assured Guaranty (AGO) in Q1 2020, closing a stake of 2,854 shares — an estimated $140K sold.

Next Financial Group first reported a position in AGO in Q3 2014 and held it in 3 quarters. The position peaked at $140K in Q4 2019. 236 funds tracked by Wall St. Rank hold AGO as of Q1 2020.

  • Next Financial Group reported no remaining Assured Guaranty position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 2,854 Assured Guaranty shares in Q1 2020, an estimated $140K.
  • Next Financial Group first reported a position in Assured Guaranty in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's Assured Guaranty position peaked at $140K in Q4 2019.
  • 236 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.