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Shepherd Kaplan Krochuk’s Federal Agricultural Mortgage AGM Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q1 		– Sell
-6,337
Closed -$200K – 288
2015
Q4 		$200K Buy
+6,337
New +$191K 0.05% 286

Other funds holding AGM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Shepherd Kaplan Krochuk's AGM Position: Q1 2016 in Review

Shepherd Kaplan Krochuk sold out of Federal Agricultural Mortgage (AGM) in Q1 2016, closing a stake of 6,337 shares — an estimated $200K sold.

Shepherd Kaplan Krochuk first reported a position in AGM in Q4 2015 and held it in 1 quarter. The position peaked at $200K in Q4 2015. 96 funds tracked by Wall St. Rank hold AGM as of Q1 2016.

  • Shepherd Kaplan Krochuk reported no remaining Federal Agricultural Mortgage position as of Q1 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 6,337 Federal Agricultural Mortgage shares in Q1 2016, an estimated $200K.
  • Shepherd Kaplan Krochuk first reported a position in Federal Agricultural Mortgage in Q4 2015 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Federal Agricultural Mortgage position peaked at $200K in Q4 2015.
  • 96 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2016, filed 16 May 2016.