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Summit Trail Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-14
Closed -$1K – 444
2017
Q4 		$1K Buy
+14
New +$1.04K ﹤0.01% 1739

Other funds holding AGM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
CAM
ClariVest Asset Management San Diego, California $980M AUM 60.89% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Summit Trail Advisors's AGM Position: Q1 2018 in Review

Summit Trail Advisors sold out of Federal Agricultural Mortgage (AGM) in Q1 2018, closing a stake of 14 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in AGM in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 136 funds tracked by Wall St. Rank hold AGM as of Q1 2018.

  • Summit Trail Advisors reported no remaining Federal Agricultural Mortgage position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 14 Federal Agricultural Mortgage shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in Federal Agricultural Mortgage in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Federal Agricultural Mortgage position peaked at $1K in Q4 2017.
  • 136 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.