SSG
AGM icon

Summit Securities Group’s Federal Agricultural Mortgage AGM Stock Holding History

Summit Securities Group’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,000
Closed -$288K – 233
2017
Q1 		$288K Buy
+5,000
New +$289K 0.08% 236

Other funds holding AGM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Summit Securities Group's AGM Position: Q2 2017 in Review

Summit Securities Group sold out of Federal Agricultural Mortgage (AGM) in Q2 2017, closing a stake of 5,000 shares — an estimated $288K sold.

Summit Securities Group first reported a position in AGM in Q1 2017 and held it in 1 quarter. The position peaked at $288K in Q1 2017. 121 funds tracked by Wall St. Rank hold AGM as of Q2 2017.

  • Summit Securities Group reported no remaining Federal Agricultural Mortgage position as of Q2 2017 after selling out during the quarter.
  • Summit Securities Group sold 5,000 Federal Agricultural Mortgage shares in Q2 2017, an estimated $288K.
  • Summit Securities Group first reported a position in Federal Agricultural Mortgage in Q1 2017 and held it in 1 quarter.
  • Summit Securities Group's Federal Agricultural Mortgage position peaked at $288K in Q1 2017.
  • 121 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q2 2017.

Based on Summit Securities Group's 13F filing for Q2 2017, filed 2 Aug 2017.