SMA
AGNC icon

Simply Money Advisors’s AGNC Investment AGNC Stock Holding History

Simply Money Advisors’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-334
Closed -$8K – 126
2013
Q2 		$8K Buy
+334
New +$9.66K ﹤0.01% 182

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Simply Money Advisors's AGNC Position: Q3 2013 in Review

Simply Money Advisors sold out of AGNC Investment (AGNC) in Q3 2013, closing a stake of 334 shares — an estimated $8K sold.

Simply Money Advisors first reported a position in AGNC in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 327 funds tracked by Wall St. Rank hold AGNC as of Q3 2013.

  • Simply Money Advisors reported no remaining AGNC Investment position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 334 AGNC Investment shares in Q3 2013, an estimated $8K.
  • Simply Money Advisors first reported a position in AGNC Investment in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's AGNC Investment position peaked at $8K in Q2 2013.
  • 327 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.