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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return