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USA Mutuals Advisors’s Federal Agricultural Mortgage AGM Stock Holding History

USA Mutuals 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
2016
Q3 		– Sell
-53
Closed -$2K – 36
2016
Q2 		$2K Hold
53
– – ﹤0.01% 140
2016
Q1 		$2K Buy
+53
New +$1.72K ﹤0.01% 137

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Vanguard Group
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NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

USA Mutuals Advisors's AGM Position: Q3 2016 in Review

USA Mutuals Advisors sold out of Federal Agricultural Mortgage (AGM) in Q3 2016, closing a stake of 53 shares — an estimated $2K sold.

USA Mutuals Advisors first reported a position in AGM in Q1 2016 and held it in 2 quarters. The position peaked at $2K in Q2 2016. 105 funds tracked by Wall St. Rank hold AGM as of Q3 2016.

  • USA Mutuals Advisors reported no remaining Federal Agricultural Mortgage position as of Q3 2016 after selling out during the quarter.
  • USA Mutuals Advisors sold 53 Federal Agricultural Mortgage shares in Q3 2016, an estimated $2K.
  • USA Mutuals Advisors first reported a position in Federal Agricultural Mortgage in Q1 2016 and held it in 2 quarters.
  • USA Mutuals Advisors's Federal Agricultural Mortgage position peaked at $2K in Q2 2016.
  • 105 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2016.

Based on USA Mutuals Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.