AIA
FFG

Affinity Investment Advisors’s FBL Financial Group FFG Stock Holding History

Affinity Investment Advisors’s Portfolio FFG Stock Details FFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-77,919
Closed -$3.39M – 108
2013
Q2 		$3.39M Buy
+77,919
New +$3.15M 0.3% 70

Other funds holding FFG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Affinity Investment Advisors's FFG Position: Q3 2013 in Review

Affinity Investment Advisors sold out of FBL Financial Group (FFG) in Q3 2013, closing a stake of 77,919 shares — an estimated $3.39M sold.

Affinity Investment Advisors first reported a position in FFG in Q2 2013 and held it in 1 quarter. The position peaked at $3.39M in Q2 2013. 99 funds tracked by Wall St. Rank hold FFG as of Q3 2013.

  • Affinity Investment Advisors reported no remaining FBL Financial Group position as of Q3 2013 after selling out during the quarter.
  • Affinity Investment Advisors sold 77,919 FBL Financial Group shares in Q3 2013, an estimated $3.39M.
  • Affinity Investment Advisors first reported a position in FBL Financial Group in Q2 2013 and held it in 1 quarter.
  • Affinity Investment Advisors's FBL Financial Group position peaked at $3.39M in Q2 2013.
  • 99 funds tracked by Wall St. Rank held FBL Financial Group as of Q3 2013.

Based on Affinity Investment Advisors's 13F filing for Q3 2013, filed 17 Jan 2014.