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Pacific Financial Group’s AGNC Investment AGNC Stock Holding History

Pacific Financial Group’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
2015
Q1 		– Sell
-200
Closed -$4K – 54
2014
Q4 		$4K Buy
+200
New +$4.51K ﹤0.01% 183

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T
TOBAM Paris, France $384M AUM 10.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Pacific Financial Group's AGNC Position: Q1 2015 in Review

Pacific Financial Group sold out of AGNC Investment (AGNC) in Q1 2015, closing a stake of 200 shares — an estimated $4K sold.

Pacific Financial Group first reported a position in AGNC in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 343 funds tracked by Wall St. Rank hold AGNC as of Q1 2015.

  • Pacific Financial Group reported no remaining AGNC Investment position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 200 AGNC Investment shares in Q1 2015, an estimated $4K.
  • Pacific Financial Group first reported a position in AGNC Investment in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's AGNC Investment position peaked at $4K in Q4 2014.
  • 343 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.