WP
AGNCP

WealthPLAN Partners’s AGNC Investment Corp Series A Preferred Stock AGNCP Stock Holding History

WealthPLAN Partners’s Portfolio AGNCP Stock Details AGNCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,084
Closed -$28.3K – 1123
2016
Q2 		$28.3K Buy
+1,084
New +$28.2K ﹤0.01% 1197

Other funds holding AGNCP

EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

WealthPLAN Partners's AGNCP Position: Q3 2016 in Review

WealthPLAN Partners sold out of AGNC Investment Corp Series A Preferred Stock (AGNCP) in Q3 2016, closing a stake of 1,084 shares — an estimated $28.3K sold.

WealthPLAN Partners first reported a position in AGNCP in Q2 2016 and held it in 1 quarter. The position peaked at $28.3K in Q2 2016. 3 funds tracked by Wall St. Rank hold AGNCP as of Q3 2016.

  • WealthPLAN Partners reported no remaining AGNC Investment Corp Series A Preferred Stock position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 1,084 AGNC Investment Corp Series A Preferred Stock shares in Q3 2016, an estimated $28.3K.
  • WealthPLAN Partners first reported a position in AGNC Investment Corp Series A Preferred Stock in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's AGNC Investment Corp Series A Preferred Stock position peaked at $28.3K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held AGNC Investment Corp Series A Preferred Stock as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.