PVWM
AGC

Point View Wealth Management’s Advent Claymore Conv Sec & Incme AGC Stock Holding History

Point View Wealth Management’s Portfolio AGC Stock Details AGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-14,717
Closed -$82K – 277
2018
Q2 		$82K Hold
14,717
– – 0.04% 252
2018
Q1 		$82K Hold
14,717
– – 0.04% 252
2017
Q4 		$88K Hold
14,717
– – 0.04% 250
2017
Q3 		$92K Hold
14,717
– – 0.04% 259
2017
Q2 		$92K Hold
14,717
– – 0.05% 256
2017
Q1 		$90K Hold
14,717
– – 0.05% 254
2016
Q4 		$87K Hold
14,717
– – 0.05% 244
2016
Q3 		$85K Buy
14,717
+295
+2% +$1.7K 0.05% 235
2016
Q2 		$80K Hold
14,422
– – 0.05% 232
2016
Q1 		$78K Buy
+14,422
New +$73.1K 0.05% 230

Point View Wealth Management's AGC Position: Q3 2018 in Review

Point View Wealth Management sold out of Advent Claymore Conv Sec & Incme (AGC) in Q3 2018, closing a stake of 14,717 shares — an estimated $82K sold.

Point View Wealth Management first reported a position in AGC in Q1 2016 and held it in 10 quarters. The position peaked at $92K in Q3 2017. 0 funds tracked by Wall St. Rank hold AGC as of Q3 2018.

  • Point View Wealth Management reported no remaining Advent Claymore Conv Sec & Incme position as of Q3 2018 after selling out during the quarter.
  • Point View Wealth Management sold 14,717 Advent Claymore Conv Sec & Incme shares in Q3 2018, an estimated $82K.
  • Point View Wealth Management first reported a position in Advent Claymore Conv Sec & Incme in Q1 2016 and held it in 10 quarters.
  • Point View Wealth Management's Advent Claymore Conv Sec & Incme position peaked at $92K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Advent Claymore Conv Sec & Incme as of Q3 2018.

Based on Point View Wealth Management's 13F filing for Q3 2018, filed 8 Nov 2018.