SFPM
AGC

Sensible Financial Planning & Management’s Advent Claymore Conv Sec & Incme AGC Stock Holding History

Sensible Financial Planning & Management’s Portfolio AGC Stock Details AGC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,715
Closed -$65K – 30
2018
Q2 		$65K Buy
11,715
+289
+3% +$1.6K 0.03% 30
2018
Q1 		$64K Buy
+11,426
New +$64K 0.03% 31