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Sowa Financial Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Sowa Financial Group’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
Q3 		– Sell
-225
Closed -$5K – 245
2020
Q2 		$5K Hold
225
– – ﹤0.01% 267
2020
Q1 		$6K Hold
225
– – 0.01% 235
2019
Q4 		$5K Buy
+225
New +$5.21K ﹤0.01% 258

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Sowa Financial Group's BTAL Position: Q3 2020 in Review

Sowa Financial Group sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2020, closing a stake of 225 shares — an estimated $5K sold.

Sowa Financial Group first reported a position in BTAL in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q1 2020. 45 funds tracked by Wall St. Rank hold BTAL as of Q3 2020.

  • Sowa Financial Group reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 225 AGF US Market Neutral Anti-Beta Fund shares in Q3 2020, an estimated $5K.
  • Sowa Financial Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's AGF US Market Neutral Anti-Beta Fund position peaked at $6K in Q1 2020.
  • 45 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.