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Northwest Wealth Management’s AGNC Investment AGNC Stock Holding History

Northwest Wealth Management’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-800
Closed -$14K – 127
2019
Q1 		$14K Hold
800
– – 0.01% 315
2018
Q4 		$14K Hold
800
– – 0.01% 297
2018
Q3 		$15K Hold
800
– – 0.01% 321
2018
Q2 		$15K Hold
800
– – 0.01% 309
2018
Q1 		$15K Buy
+800
New +$15.2K 0.01% 317

Other funds holding AGNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest Wealth Management's AGNC Position: Q2 2019 in Review

Northwest Wealth Management sold out of AGNC Investment (AGNC) in Q2 2019, closing a stake of 800 shares — an estimated $14K sold.

Northwest Wealth Management first reported a position in AGNC in Q1 2018 and held it in 5 quarters. The position peaked at $15K in Q3 2018. 391 funds tracked by Wall St. Rank hold AGNC as of Q2 2019.

  • Northwest Wealth Management reported no remaining AGNC Investment position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 800 AGNC Investment shares in Q2 2019, an estimated $14K.
  • Northwest Wealth Management first reported a position in AGNC Investment in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's AGNC Investment position peaked at $15K in Q3 2018.
  • 391 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.