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Rotella Capital Management’s Federal Agricultural Mortgage AGM Stock Holding History

Rotella Capital Management’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
2015
Q3 		– Sell
-8,488
Closed -$247K – 535
2015
Q2 		$247K Buy
+8,488
New +$268K 0.2% 122

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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rotella Capital Management's AGM Position: Q3 2015 in Review

Rotella Capital Management sold out of Federal Agricultural Mortgage (AGM) in Q3 2015, closing a stake of 8,488 shares — an estimated $247K sold.

Rotella Capital Management first reported a position in AGM in Q2 2015 and held it in 1 quarter. The position peaked at $247K in Q2 2015. 84 funds tracked by Wall St. Rank hold AGM as of Q3 2015.

  • Rotella Capital Management reported no remaining Federal Agricultural Mortgage position as of Q3 2015 after selling out during the quarter.
  • Rotella Capital Management sold 8,488 Federal Agricultural Mortgage shares in Q3 2015, an estimated $247K.
  • Rotella Capital Management first reported a position in Federal Agricultural Mortgage in Q2 2015 and held it in 1 quarter.
  • Rotella Capital Management's Federal Agricultural Mortgage position peaked at $247K in Q2 2015.
  • 84 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2015.

Based on Rotella Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.