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Advisor Group’s Affinity Bancshares AFBI Stock Holding History

Advisor Group’s Portfolio AFBI Stock Details AFBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-906
Closed -$14K – 4818
2017
Q2 		$14K Buy
+906
New +$13.4K ﹤0.01% 3718

Other funds holding AFBI

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group's AFBI Position: Q3 2017 in Review

Advisor Group sold out of Affinity Bancshares (AFBI) in Q3 2017, closing a stake of 906 shares — an estimated $14K sold.

Advisor Group first reported a position in AFBI in Q2 2017 and held it in 1 quarter. The position peaked at $14K in Q2 2017. 8 funds tracked by Wall St. Rank hold AFBI as of Q3 2017.

  • Advisor Group reported no remaining Affinity Bancshares position as of Q3 2017 after selling out during the quarter.
  • Advisor Group sold 906 Affinity Bancshares shares in Q3 2017, an estimated $14K.
  • Advisor Group first reported a position in Affinity Bancshares in Q2 2017 and held it in 1 quarter.
  • Advisor Group's Affinity Bancshares position peaked at $14K in Q2 2017.
  • 8 funds tracked by Wall St. Rank held Affinity Bancshares as of Q3 2017.

Based on Advisor Group's 13F filing for Q3 2017, filed 6 Nov 2017.