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Wealthspire Advisors (Maryland)’s Assured Guaranty AGO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-300
Closed -$13K – 496
2019
Q1 		$13K Sell
300
-15
-5% -$625 ﹤0.01% 1416
2018
Q4 		$12K Buy
315
+3
+1% +$120 ﹤0.01% 1388
2018
Q3 		$13K Buy
312
+15
+5% +$595 ﹤0.01% 1429
2018
Q2 		$11K Sell
297
-8
-3% -$291 ﹤0.01% 1485
2018
Q1 		$11K Sell
305
-43
-12% -$1.51K ﹤0.01% 1512
2017
Q4 		$12K Buy
348
+8
+2% +$290 ﹤0.01% 1508
2017
Q3 		$13K Sell
340
-7
-2% -$300 ﹤0.01% 1463
2017
Q2 		$14K Hold
347
– – ﹤0.01% 1380
2017
Q1 		$13K Buy
347
+9
+3% +$357 ﹤0.01% 1224
2016
Q4 		$13K Sell
338
-209
-38% -$7.02K ﹤0.01% 1130
2016
Q3 		$15K Hold
547
– – ﹤0.01% 1130
2016
Q2 		$14K Hold
547
– – ﹤0.01% 1104
2016
Q1 		$14K Buy
547
+59
+12% +$1.45K ﹤0.01% 1093
2015
Q4 		$13K Buy
+488
New +$13.1K ﹤0.01% 1108

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AGO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Assured Guaranty (AGO) in Q2 2019, closing a stake of 300 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in AGO in Q4 2015 and held it in 14 quarters. The position peaked at $15K in Q3 2016. 274 funds tracked by Wall St. Rank hold AGO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Assured Guaranty position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 300 Assured Guaranty shares in Q2 2019, an estimated $13K.
  • Wealthspire Advisors (Maryland) first reported a position in Assured Guaranty in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Assured Guaranty position peaked at $15K in Q3 2016.
  • 274 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.