AIA
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Alera Investment Advisors’s American Financial Group AFG Stock Holding History

Alera Investment Advisors’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-31
Closed -$3K – 100
2019
Q1 		$3K Buy
+31
New +$2.97K ﹤0.01% 705

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alera Investment Advisors's AFG Position: Q2 2019 in Review

Alera Investment Advisors sold out of American Financial Group (AFG) in Q2 2019, closing a stake of 31 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in AFG in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 389 funds tracked by Wall St. Rank hold AFG as of Q2 2019.

  • Alera Investment Advisors reported no remaining American Financial Group position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 31 American Financial Group shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in American Financial Group in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's American Financial Group position peaked at $3K in Q1 2019.
  • 389 funds tracked by Wall St. Rank held American Financial Group as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.