SS
AGO icon

Simplicity Solutions’s Assured Guaranty AGO Stock Holding History

Simplicity Solutions’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
2017
Q3 		– Sell
-7,181
Closed -$300K – 212
2017
Q2 		$300K Buy
7,181
+492
+7% +$19.4K 0.04% 315
2017
Q1 		$248K Sell
6,689
-1,549
-19% -$61.4K 0.04% 330
2016
Q4 		$311K Buy
+8,238
New +$277K 0.07% 255

Other funds holding AGO

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Simplicity Solutions's AGO Position: Q3 2017 in Review

Simplicity Solutions sold out of Assured Guaranty (AGO) in Q3 2017, closing a stake of 7,181 shares — an estimated $300K sold.

Simplicity Solutions first reported a position in AGO in Q4 2016 and held it in 3 quarters. The position peaked at $311K in Q4 2016. 275 funds tracked by Wall St. Rank hold AGO as of Q3 2017.

  • Simplicity Solutions reported no remaining Assured Guaranty position as of Q3 2017 after selling out during the quarter.
  • Simplicity Solutions sold 7,181 Assured Guaranty shares in Q3 2017, an estimated $300K.
  • Simplicity Solutions first reported a position in Assured Guaranty in Q4 2016 and held it in 3 quarters.
  • Simplicity Solutions's Assured Guaranty position peaked at $311K in Q4 2016.
  • 275 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2017.

Based on Simplicity Solutions's 13F filing for Q3 2017, filed 14 Nov 2017.