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Squar Milner Financial Services’s AGNC Investment AGNC Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-2,237
Closed -$23K – 227
2020
Q1 		$23K Sell
2,237
-8
-0.4% -$133 0.01% 444
2019
Q4 		$39K Buy
+2,245
New +$38.2K 0.02% 431
2019
Q3 		– Sell
-2,215
Closed -$37K – 234
2019
Q2 		$37K Sell
2,215
-112
-5% -$1.95K 0.02% 379
2019
Q1 		$41K Hold
2,327
– – 0.03% 341
2018
Q4 		$41K Buy
2,327
+252
+12% +$4.49K 0.04% 311
2018
Q3 		$39K Hold
2,075
– – 0.04% 329
2018
Q2 		$39K Buy
+2,075
New +$39.2K 0.03% 371

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Squar Milner Financial Services's AGNC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of AGNC Investment (AGNC) in Q2 2020, closing a stake of 2,237 shares — an estimated $23K sold.

Squar Milner Financial Services first reported a position in AGNC in Q2 2018 and held it in 7 quarters. The position peaked at $41K in Q1 2019. 440 funds tracked by Wall St. Rank hold AGNC as of Q2 2020.

  • Squar Milner Financial Services reported no remaining AGNC Investment position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,237 AGNC Investment shares in Q2 2020, an estimated $23K.
  • Squar Milner Financial Services first reported a position in AGNC Investment in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's AGNC Investment position peaked at $41K in Q1 2019.
  • 440 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.