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WBI Investments’s Assured Guaranty AGO Stock Holding History

WBI Investments’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-104,306
Closed -$3.94M – 279
2016
Q4 		$3.94M Buy
+104,306
New +$3.5M 0.17% 99

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

WBI Investments's AGO Position: Q1 2017 in Review

WBI Investments sold out of Assured Guaranty (AGO) in Q1 2017, closing a stake of 104,306 shares — an estimated $3.94M sold.

WBI Investments first reported a position in AGO in Q4 2016 and held it in 1 quarter. The position peaked at $3.94M in Q4 2016. 271 funds tracked by Wall St. Rank hold AGO as of Q1 2017.

  • WBI Investments reported no remaining Assured Guaranty position as of Q1 2017 after selling out during the quarter.
  • WBI Investments sold 104,306 Assured Guaranty shares in Q1 2017, an estimated $3.94M.
  • WBI Investments first reported a position in Assured Guaranty in Q4 2016 and held it in 1 quarter.
  • WBI Investments's Assured Guaranty position peaked at $3.94M in Q4 2016.
  • 271 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2017.

Based on WBI Investments's 13F filing for Q1 2017, filed 10 May 2017.