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Waddell & Reed Financial’s Federal Agricultural Mortgage AGM Stock Holding History

Waddell & Reed Financial’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
Q4 		– Sell
-29,000
Closed -$2.09M – 488
2018
Q3 		$2.09M Buy
+29,000
New +$2.46M ﹤0.01% 519

Other funds holding AGM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 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
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Waddell & Reed Financial's AGM Position: Q4 2018 in Review

Waddell & Reed Financial sold out of Federal Agricultural Mortgage (AGM) in Q4 2018, closing a stake of 29,000 shares — an estimated $2.09M sold.

Waddell & Reed Financial first reported a position in AGM in Q3 2018 and held it in 1 quarter. The position peaked at $2.09M in Q3 2018. 124 funds tracked by Wall St. Rank hold AGM as of Q4 2018.

  • Waddell & Reed Financial reported no remaining Federal Agricultural Mortgage position as of Q4 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 29,000 Federal Agricultural Mortgage shares in Q4 2018, an estimated $2.09M.
  • Waddell & Reed Financial first reported a position in Federal Agricultural Mortgage in Q3 2018 and held it in 1 quarter.
  • Waddell & Reed Financial's Federal Agricultural Mortgage position peaked at $2.09M in Q3 2018.
  • 124 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q4 2018.

Based on Waddell & Reed Financial's 13F filing for Q4 2018, filed 14 Feb 2019.