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Wealthfront’s Assured Guaranty AGO Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-185
Closed -$5K – 316
2015
Q3 		$5K Buy
+185
New +$4.65K ﹤0.01% 1091

Other funds holding AGO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return

Wealthfront's AGO Position: Q4 2015 in Review

Wealthfront sold out of Assured Guaranty (AGO) in Q4 2015, closing a stake of 185 shares — an estimated $5K sold.

Wealthfront first reported a position in AGO in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 262 funds tracked by Wall St. Rank hold AGO as of Q4 2015.

  • Wealthfront reported no remaining Assured Guaranty position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 185 Assured Guaranty shares in Q4 2015, an estimated $5K.
  • Wealthfront first reported a position in Assured Guaranty in Q3 2015 and held it in 1 quarter.
  • Wealthfront's Assured Guaranty position peaked at $5K in Q3 2015.
  • 262 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2015.

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