PAG
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Private Advisor Group’s Federal Agricultural Mortgage AGM Stock Holding History

Private Advisor Group’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5
Closed – – 1594
2020
Q2 		$0 Buy
+5
New +$310 ﹤0.01% 3825
2018
Q3 		– Sell
-2,637
Closed -$236K – 1587
2018
Q2 		$236K Buy
+2,637
New +$237K ﹤0.01% 1101

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $345M AUM 31.27% 1-Year Est. Return

Private Advisor Group's AGM Position: Q3 2020 in Review

Private Advisor Group sold out of Federal Agricultural Mortgage (AGM) in Q3 2020, closing a stake of 5 shares.

Private Advisor Group first reported a position in AGM in Q2 2018 and held it in 2 quarters. The position peaked at $236K in Q2 2018. 135 funds tracked by Wall St. Rank hold AGM as of Q3 2020.

  • Private Advisor Group reported no remaining Federal Agricultural Mortgage position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 5 Federal Agricultural Mortgage shares in Q3 2020.
  • Private Advisor Group first reported a position in Federal Agricultural Mortgage in Q2 2018 and held it in 2 quarters.
  • Private Advisor Group's Federal Agricultural Mortgage position peaked at $236K in Q2 2018.
  • 135 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.