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WFG Advisors’s AGNC Investment AGNC Stock Holding History

WFG Advisors’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
2017
Q2 		$26K Hold
1,225
– – 0.01% 877
2017
Q1 		$24K Hold
1,225
– – 0.01% 839
2016
Q4 		$22K Buy
+1,225
New +$23.2K 0.01% 904
2016
Q3 		– Sell
-1,952
Closed -$39K – 1562
2016
Q2 		$39K Sell
1,952
-396
-17% -$7.47K 0.01% 750
2016
Q1 		$44K Sell
2,348
-221
-9% -$3.92K 0.01% 695
2015
Q4 		$45K Buy
2,569
+4
+0.2% +$73 0.01% 686
2015
Q3 		$48K Buy
2,565
+172
+7% +$3.3K 0.02% 650
2015
Q2 		$44K Sell
2,393
-66
-3% -$1.36K 0.01% 760
2015
Q1 		$52K Sell
2,459
-8
-0.3% -$173 0.01% 718
2014
Q4 		$54K Sell
2,467
-2,858
-54% -$64.5K 0.01% 857
2014
Q3 		$113K Sell
5,325
-1,372
-20% -$31.6K 0.02% 619
2014
Q2 		$157K Sell
6,697
-423
-6% -$9.73K 0.03% 508
2014
Q1 		$153K Sell
7,120
-6,615
-48% -$142K 0.03% 491
2013
Q4 		$265K Sell
13,735
-11,326
-45% -$241K 0.04% 447
2013
Q3 		$566K Sell
25,061
-4,150
-14% -$93.4K 0.09% 260
2013
Q2 		$672K Buy
+29,211
New +$844K 0.11% 209

Other funds holding AGNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

WFG Advisors's AGNC Position: Q2 2017 in Review

WFG Advisors held its AGNC Investment (AGNC) position steady in Q2 2017 at 1,225 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #877.

WFG Advisors first reported a position in AGNC in Q2 2013 and has held it in 16 quarters since. The position peaked at $672K in Q2 2013. 353 funds tracked by Wall St. Rank hold AGNC as of Q2 2017.

  • WFG Advisors held 1,225 shares of AGNC Investment worth $26K as of Q2 2017.
  • WFG Advisors left its AGNC Investment share count unchanged in Q2 2017.
  • AGNC Investment made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #877 holding.
  • WFG Advisors first reported a position in AGNC Investment in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's AGNC Investment position peaked at $672K in Q2 2013.
  • 353 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.