WAM
AGT

Wealthspire Advisors (Maryland)’s iShares MSCI Argentina and Global Exposure ETF AGT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AGT Stock Details AGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100,000
Closed -$100K – 2617
2018
Q3 		$100K Buy
+100,000
New +$2.34M 0.01% 687
2018
Q2 		– Sell
-100,000
Closed -$100K – 2633
2018
Q1 		$100K Buy
+100,000
New +$3.14M 0.01% 717

Other funds holding AGT

DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AGT Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Argentina and Global Exposure ETF (AGT) in Q4 2018, closing a stake of 100,000 shares — an estimated $100K sold.

Wealthspire Advisors (Maryland) first reported a position in AGT in Q1 2018 and held it in 2 quarters. The position peaked at $100K in Q3 2018. 6 funds tracked by Wall St. Rank hold AGT as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Argentina and Global Exposure ETF position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 100,000 iShares MSCI Argentina and Global Exposure ETF shares in Q4 2018, an estimated $100K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Argentina and Global Exposure ETF in Q1 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI Argentina and Global Exposure ETF position peaked at $100K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held iShares MSCI Argentina and Global Exposure ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.