SIM
AGZ icon

Sonora Investment Management’s iShares Agency Bond ETF AGZ Stock Holding History

Sonora Investment Management’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-39
Closed -$4.43K – 1160
2017
Q2 		$4.43K Buy
+39
New +$4.43K ﹤0.01% 854

Other funds holding AGZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sonora Investment Management's AGZ Position: Q3 2017 in Review

Sonora Investment Management sold out of iShares Agency Bond ETF (AGZ) in Q3 2017, closing a stake of 39 shares — an estimated $4.43K sold.

Sonora Investment Management first reported a position in AGZ in Q2 2017 and held it in 1 quarter. The position peaked at $4.43K in Q2 2017. 82 funds tracked by Wall St. Rank hold AGZ as of Q3 2017.

  • Sonora Investment Management reported no remaining iShares Agency Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Sonora Investment Management sold 39 iShares Agency Bond ETF shares in Q3 2017, an estimated $4.43K.
  • Sonora Investment Management first reported a position in iShares Agency Bond ETF in Q2 2017 and held it in 1 quarter.
  • Sonora Investment Management's iShares Agency Bond ETF position peaked at $4.43K in Q2 2017.
  • 82 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2017.

Based on Sonora Investment Management's 13F filing for Q3 2017, filed 12 Oct 2017.