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Winslow Evans & Crocker’s Assured Guaranty AGO Stock Holding History

Winslow Evans & Crocker’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
-20
Closed -$2K – 1138
2019
Q1 		$2K Buy
+20
New +$833 ﹤0.01% 1086
2014
Q4 		– Sell
-110
Closed -$2.44K – 1297
2014
Q3 		$2.44K Buy
+110
New +$2.56K ﹤0.01% 1248

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

Winslow Evans & Crocker's AGO Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Assured Guaranty (AGO) in Q2 2019, closing a stake of 20 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in AGO in Q3 2014 and held it in 2 quarters. The position peaked at $2.44K in Q3 2014. 274 funds tracked by Wall St. Rank hold AGO as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Assured Guaranty position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 20 Assured Guaranty shares in Q2 2019, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Assured Guaranty in Q3 2014 and held it in 2 quarters.
  • Winslow Evans & Crocker's Assured Guaranty position peaked at $2.44K in Q3 2014.
  • 274 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.