VFA
AGM icon

Virtus Fund Advisers’s Federal Agricultural Mortgage AGM Stock Holding History

Virtus Fund Advisers’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
2014
Q3 		– Sell
-889
Closed -$28K – 1171
2014
Q2 		$28K Buy
+889
New +$29.1K ﹤0.01% 2237

Other funds holding AGM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Virtus Fund Advisers's AGM Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Federal Agricultural Mortgage (AGM) in Q3 2014, closing a stake of 889 shares — an estimated $28K sold.

Virtus Fund Advisers first reported a position in AGM in Q2 2014 and held it in 1 quarter. The position peaked at $28K in Q2 2014. 78 funds tracked by Wall St. Rank hold AGM as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Federal Agricultural Mortgage position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 889 Federal Agricultural Mortgage shares in Q3 2014, an estimated $28K.
  • Virtus Fund Advisers first reported a position in Federal Agricultural Mortgage in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Federal Agricultural Mortgage position peaked at $28K in Q2 2014.
  • 78 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.