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TMD & Associates’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

TMD & Associates’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$9.06M Buy
413,337
+15,374
+4% +$335K 6.19% 5
2019
Q1 		$8.58M Buy
+397,963
New +$8.47M 6.24% 6

Other funds holding BTAL

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AIL
AGF Investments LLC Toronto, Ontario, Canada $1.09B AUM 10.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TMD & Associates's BTAL Position: Q2 2019 in Review

TMD & Associates increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 3.9% in Q2 2019, buying an estimated $335K and bringing the position to 413,337 shares worth $9.06M. The position accounts for 6.19% of the portfolio, ranked #5.

TMD & Associates first reported a position in BTAL in Q1 2019 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold BTAL as of Q2 2019.

  • TMD & Associates held 413,337 shares of AGF US Market Neutral Anti-Beta Fund worth $9.06M as of Q2 2019.
  • TMD & Associates bought 15,374 AGF US Market Neutral Anti-Beta Fund shares in Q2 2019, an estimated $335K.
  • AGF US Market Neutral Anti-Beta Fund made up 6.19% of TMD & Associates's portfolio in Q2 2019, its #5 holding.
  • TMD & Associates first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2019 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2019.

Based on TMD & Associates's 13F filing for Q2 2019, filed 9 Aug 2019.