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Wealthfront’s AGNC Investment AGNC Stock Holding History

Wealthfront’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-169
Closed -$3K – 315
2015
Q3 		$3K Sell
169
-208
-55% -$3.99K ﹤0.01% 1145
2015
Q2 		$7K Buy
+377
New +$7.77K ﹤0.01% 948
2015
Q1 		– Sell
-20
Closed – – 1190
2014
Q4 		$0 Buy
+20
New +$451 ﹤0.01% 661

Other funds holding AGNC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wealthfront's AGNC Position: Q4 2015 in Review

Wealthfront sold out of AGNC Investment (AGNC) in Q4 2015, closing a stake of 169 shares — an estimated $3K sold.

Wealthfront first reported a position in AGNC in Q4 2014 and held it in 3 quarters. The position peaked at $7K in Q2 2015. 335 funds tracked by Wall St. Rank hold AGNC as of Q4 2015.

  • Wealthfront reported no remaining AGNC Investment position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 169 AGNC Investment shares in Q4 2015, an estimated $3K.
  • Wealthfront first reported a position in AGNC Investment in Q4 2014 and held it in 3 quarters.
  • Wealthfront's AGNC Investment position peaked at $7K in Q2 2015.
  • 335 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.