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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-11,715
Closed -$65K 30
2018
Q2
$65K Buy
11,715
+289
+3% +$1.64K 0.03% 30
2018
Q1
$64K Buy
+11,426
New +$67.2K 0.03% 31

Sensible Financial Planning & Management's AGC Position: Q3 2018 in Review

Sensible Financial Planning & Management sold out of Advent Claymore Conv Sec & Incme (AGC) in Q3 2018, closing a stake of 11,715 shares — an estimated $65K sold.

Sensible Financial Planning & Management first reported a position in AGC in Q1 2018 and held it in 2 quarters. The position peaked at $65K in Q2 2018. 0 funds tracked by Wall St. Rank hold AGC as of Q3 2018.

  • Sensible Financial Planning & Management reported no remaining Advent Claymore Conv Sec & Incme position as of Q3 2018 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 11,715 Advent Claymore Conv Sec & Incme shares in Q3 2018, an estimated $65K.
  • Sensible Financial Planning & Management first reported a position in Advent Claymore Conv Sec & Incme in Q1 2018 and held it in 2 quarters.
  • Sensible Financial Planning & Management's Advent Claymore Conv Sec & Incme position peaked at $65K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Advent Claymore Conv Sec & Incme as of Q3 2018.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2018, filed 29 Oct 2018.