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SWS Partners’s iShares Agency Bond ETF AGZ Stock Holding History

SWS Partners’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
2018
Q1 		– Sell
-8
Closed -$1K – 373
2017
Q4 		$1K Buy
+8
New +$907 ﹤0.01% 372

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AssetMark Inc
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MIS
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SWS Partners's AGZ Position: Q1 2018 in Review

SWS Partners sold out of iShares Agency Bond ETF (AGZ) in Q1 2018, closing a stake of 8 shares — an estimated $1K sold.

SWS Partners first reported a position in AGZ in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 99 funds tracked by Wall St. Rank hold AGZ as of Q1 2018.

  • SWS Partners reported no remaining iShares Agency Bond ETF position as of Q1 2018 after selling out during the quarter.
  • SWS Partners sold 8 iShares Agency Bond ETF shares in Q1 2018, an estimated $1K.
  • SWS Partners first reported a position in iShares Agency Bond ETF in Q4 2017 and held it in 1 quarter.
  • SWS Partners's iShares Agency Bond ETF position peaked at $1K in Q4 2017.
  • 99 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2018.

Based on SWS Partners's 13F filing for Q1 2018, filed 15 May 2018.