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Reilly Financial Advisors’s Assured Guaranty AGO Stock Holding History

Reilly Financial Advisors’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-130
Closed -$5K – 933
2018
Q3 		$5K Hold
130
– – ﹤0.01% 816
2018
Q2 		$5K Hold
130
– – ﹤0.01% 793
2018
Q1 		$5K Hold
130
– – ﹤0.01% 762
2017
Q4 		$4K Hold
130
– – ﹤0.01% 798
2017
Q3 		$5K Hold
130
– – ﹤0.01% 740
2017
Q2 		$5K Hold
130
– – ﹤0.01% 755
2017
Q1 		$5K Hold
130
– – ﹤0.01% 728
2016
Q4 		$5K Buy
+130
New +$4.37K ﹤0.01% 661

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Reilly Financial Advisors's AGO Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Assured Guaranty (AGO) in Q4 2018, closing a stake of 130 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in AGO in Q4 2016 and held it in 8 quarters. The position peaked at $5K in Q3 2018. 285 funds tracked by Wall St. Rank hold AGO as of Q4 2018.

  • Reilly Financial Advisors reported no remaining Assured Guaranty position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 130 Assured Guaranty shares in Q4 2018, an estimated $5K.
  • Reilly Financial Advisors first reported a position in Assured Guaranty in Q4 2016 and held it in 8 quarters.
  • Reilly Financial Advisors's Assured Guaranty position peaked at $5K in Q3 2018.
  • 285 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.