AG
AIFC

Advisor Group’s AI Financial Corp AIFC Stock Holding History

Advisor Group’s Portfolio AIFC Stock Details AIFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-315
Closed -$1K – 5260
2018
Q3 		$1K Buy
+315
New +$1.31K ﹤0.01% 5018

Other funds holding AIFC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Advisor Group's AIFC Position: Q4 2018 in Review

Advisor Group sold out of AI Financial Corp (AIFC) in Q4 2018, closing a stake of 315 shares — an estimated $1K sold.

Advisor Group first reported a position in AIFC in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 10 funds tracked by Wall St. Rank hold AIFC as of Q4 2018.

  • Advisor Group reported no remaining AI Financial Corp position as of Q4 2018 after selling out during the quarter.
  • Advisor Group sold 315 AI Financial Corp shares in Q4 2018, an estimated $1K.
  • Advisor Group first reported a position in AI Financial Corp in Q3 2018 and held it in 1 quarter.
  • Advisor Group's AI Financial Corp position peaked at $1K in Q3 2018.
  • 10 funds tracked by Wall St. Rank held AI Financial Corp as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.