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Simply Money Advisors: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simply Money Advisors on AGG, newest first. How the timeline and the estimate are built.

Simply Money Advisors held 515,946 AGG shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 515,946 shares
    Change vs previous 13F -262,514 shares

    7.78% of the 13F portfolio, value $55,335,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-12-31
    13F 778,460 shares
    Change vs previous 13F +4,923 shares

    10.99% of the 13F portfolio, value $85,109,000.

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2017-09-30
    13F 773,537 shares
    Change vs previous 13F -18,076 shares

    11.22% of the 13F portfolio, value $84,772,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2017-06-30
    13F 791,613 shares
    Change vs previous 13F -3,608 shares

    11.82% of the 13F portfolio, value $86,690,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-03-31
    13F 795,221 shares
    Change vs previous 13F not available

    12.07% of the 13F portfolio, value $86,274,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).