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AGF US Market Neutral Anti-Beta Fund
BTAL
BTAL
12.25
USD
+0.22
1.83%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
1.83%
5 days
2%
1 month
-1.05%
3 months
5.6%
6 months
-12.62%
Year to date
-12.81%
1 year
-23.44%
5 years
-28.32%
10 years
-42.62%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
KWM
26
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$795K | -46,354 | Closed |
|
| 27 |
27
LPL Financial
San Diego,
California
| – | -$593K | -34,641 | Closed |
|
| 28 |
CFGS
28
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$461K | -27,246 | Closed |
|
| 29 |
PCP
29
Proficio Capital Partners
Newton,
Massachusetts
| – | -$252K | -14,700 | Closed |
|
| 30 |
30
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$250K | -14,636 | Closed |
|
| 31 |
IAIM
31
International Assets Investment Management
Orlando,
Florida
| – | -$5K | -266 | Closed |
|
| 32 |
32
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4K | -243 | Closed |
|