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Polaris Wealth Advisory Group’s AGCO AGCO Stock Holding History

Polaris Wealth Advisory Group’s Portfolio AGCO Stock Details AGCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-25,740
Closed -$1.52M – 161
2013
Q4 		$1.52M Buy
25,740
+3,780
+17% +$225K 0.37% 51
2013
Q3 		$1.33M Buy
+21,960
New +$1.24M 0.41% 32

Other funds holding AGCO

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Polaris Wealth Advisory Group's AGCO Position: Q1 2014 in Review

Polaris Wealth Advisory Group sold out of AGCO (AGCO) in Q1 2014, closing a stake of 25,740 shares — an estimated $1.52M sold.

Polaris Wealth Advisory Group first reported a position in AGCO in Q3 2013 and held it in 2 quarters. The position peaked at $1.52M in Q4 2013. 402 funds tracked by Wall St. Rank hold AGCO as of Q1 2014.

  • Polaris Wealth Advisory Group reported no remaining AGCO position as of Q1 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 25,740 AGCO shares in Q1 2014, an estimated $1.52M.
  • Polaris Wealth Advisory Group first reported a position in AGCO in Q3 2013 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's AGCO position peaked at $1.52M in Q4 2013.
  • 402 funds tracked by Wall St. Rank held AGCO as of Q1 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2014, filed 28 Apr 2014.