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Stevens First Principles Investment Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

Stevens First Principles Investment Advisors’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
-29
Closed -$3K – 174
2017
Q2 		$3K Buy
+29
New +$3.29K ﹤0.01% 162

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MIS
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RJA
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KeyBank National Association
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PNC Financial Services Group
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Morgan Stanley
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BlackRock
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Stevens First Principles Investment Advisors's AGZ Position: Q3 2017 in Review

Stevens First Principles Investment Advisors sold out of iShares Agency Bond ETF (AGZ) in Q3 2017, closing a stake of 29 shares — an estimated $3K sold.

Stevens First Principles Investment Advisors first reported a position in AGZ in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 82 funds tracked by Wall St. Rank hold AGZ as of Q3 2017.

  • Stevens First Principles Investment Advisors reported no remaining iShares Agency Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 29 iShares Agency Bond ETF shares in Q3 2017, an estimated $3K.
  • Stevens First Principles Investment Advisors first reported a position in iShares Agency Bond ETF in Q2 2017 and held it in 1 quarter.
  • Stevens First Principles Investment Advisors's iShares Agency Bond ETF position peaked at $3K in Q2 2017.
  • 82 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2017.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.