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Simon Quick Advisors’s Assured Guaranty AGO Stock Holding History

Simon Quick 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
2020
Q2 		– Sell
-188
Closed -$5K – 443
2020
Q1 		$5K Buy
+188
New +$7.78K ﹤0.01% 342

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Simon Quick Advisors's AGO Position: Q2 2020 in Review

Simon Quick Advisors sold out of Assured Guaranty (AGO) in Q2 2020, closing a stake of 188 shares — an estimated $5K sold.

Simon Quick Advisors first reported a position in AGO in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 213 funds tracked by Wall St. Rank hold AGO as of Q2 2020.

  • Simon Quick Advisors reported no remaining Assured Guaranty position as of Q2 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 188 Assured Guaranty shares in Q2 2020, an estimated $5K.
  • Simon Quick Advisors first reported a position in Assured Guaranty in Q1 2020 and held it in 1 quarter.
  • Simon Quick Advisors's Assured Guaranty position peaked at $5K in Q1 2020.
  • 213 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2020.

Based on Simon Quick Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.