WFG Advisors’s Assured Guaranty AGO Stock Holding History

WFG Advisors’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
2016 Q2	–	Sell	-500	Closed	-$13K	–	1558
2016 Q1	$13K	Hold	500	–	–	﹤0.01%	978
2015 Q4	$13K	Buy	+500	New	+$13.4K	﹤0.01%	1008

Other funds holding AGO

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CIP

Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

WFG Advisors's AGO Position: Q2 2016 in Review

WFG Advisors sold out of Assured Guaranty (AGO) in Q2 2016, closing a stake of 500 shares — an estimated $13K sold.

WFG Advisors first reported a position in AGO in Q4 2015 and held it in 2 quarters. The position peaked at $13K in Q1 2016. 254 funds tracked by Wall St. Rank hold AGO as of Q2 2016.

WFG Advisors reported no remaining Assured Guaranty position as of Q2 2016 after selling out during the quarter.
WFG Advisors sold 500 Assured Guaranty shares in Q2 2016, an estimated $13K.
WFG Advisors first reported a position in Assured Guaranty in Q4 2015 and held it in 2 quarters.
WFG Advisors's Assured Guaranty position peaked at $13K in Q1 2016.
254 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.