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Summit Financial Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q3 		– Sell
-1,000
Closed -$18K – 220
2015
Q2 		$18K Buy
+1,000
New +$20.6K 0.01% 201

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Summit Financial Wealth Advisors's AGNC Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of AGNC Investment (AGNC) in Q3 2015, closing a stake of 1,000 shares — an estimated $18K sold.

Summit Financial Wealth Advisors first reported a position in AGNC in Q2 2015 and held it in 1 quarter. The position peaked at $18K in Q2 2015. 346 funds tracked by Wall St. Rank hold AGNC as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining AGNC Investment position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,000 AGNC Investment shares in Q3 2015, an estimated $18K.
  • Summit Financial Wealth Advisors first reported a position in AGNC Investment in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's AGNC Investment position peaked at $18K in Q2 2015.
  • 346 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.