Number of Shares
9,940.00
Current Holdings Value*
$1.13 Mil
% of Portfolio
3.48%
Total Estimate Gain
$-28,783.31
% of Total Estimate Gain
-2.58%

Fusion Investment Group, LLC's iShares Agency Bond ETF Holding Summary

As of 2015-12-31, Fusion Investment Group, LLC held 9,940.00 shares of iShares Agency Bond ETF(AGZ), totaling $1.13 Mil. This investment constitutes 3.48% of their stock portfolio, and Fusion Investment Group, LLC now holds 0.16% of the outstanding iShares Agency Bond ETF(AGZ) stock.

The initial trade took place in 2014Q2. And since then Fusion Investment Group, LLC has made 7 purchases of AGZ, at an average price of $112.19, for a total of 9,940.00 shares. Based on historical transaction data and AGZ's current price of $109.29, Fusion Investment Group, LLC's estimated gain on his AGZ holdings is $-28,783.31, reflecting a -2.58% gain to date.

Fusion Investment Group, LLC AGZ ($109.29) Holding Chart

Fusion Investment Group, LLC AGZ ($109.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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