SW
BTAL icon

SkyOak Wealth’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

SkyOak Wealth’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
-14,389
Closed -$370K – 243
2020
Q1 		$370K Buy
+14,389
New +$342K 0.19% 135

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

SkyOak Wealth's BTAL Position: Q2 2020 in Review

SkyOak Wealth sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2020, closing a stake of 14,389 shares — an estimated $370K sold.

SkyOak Wealth first reported a position in BTAL in Q1 2020 and held it in 1 quarter. The position peaked at $370K in Q1 2020. 40 funds tracked by Wall St. Rank hold BTAL as of Q2 2020.

  • SkyOak Wealth reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2020 after selling out during the quarter.
  • SkyOak Wealth sold 14,389 AGF US Market Neutral Anti-Beta Fund shares in Q2 2020, an estimated $370K.
  • SkyOak Wealth first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2020 and held it in 1 quarter.
  • SkyOak Wealth's AGF US Market Neutral Anti-Beta Fund position peaked at $370K in Q1 2020.
  • 40 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2020.

Based on SkyOak Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.