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Simplicity Solutions’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Simplicity Solutions’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-13,719
Closed -$352K – 878
2020
Q1 		$352K Buy
+13,719
New +$326K 0.01% 573
2019
Q2 		– Sell
-11,530
Closed -$249K – 674
2019
Q1 		$249K Buy
+11,530
New +$245K 0.01% 599

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Simplicity Solutions's BTAL Position: Q2 2020 in Review

Simplicity Solutions sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2020, closing a stake of 13,719 shares — an estimated $352K sold.

Simplicity Solutions first reported a position in BTAL in Q1 2019 and held it in 2 quarters. The position peaked at $352K in Q1 2020. 40 funds tracked by Wall St. Rank hold BTAL as of Q2 2020.

  • Simplicity Solutions reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2020 after selling out during the quarter.
  • Simplicity Solutions sold 13,719 AGF US Market Neutral Anti-Beta Fund shares in Q2 2020, an estimated $352K.
  • Simplicity Solutions first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2019 and held it in 2 quarters.
  • Simplicity Solutions's AGF US Market Neutral Anti-Beta Fund position peaked at $352K in Q1 2020.
  • 40 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2020.

Based on Simplicity Solutions's 13F filing for Q2 2020, filed 6 Aug 2020.