AWM
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Arbor Wealth Management’s American Financial Group AFG Stock Holding History

Arbor Wealth Management’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
Q3 		– Sell
-200
Closed -$20K – 53
2019
Q2 		$20K Hold
200
– – 0.01% 108
2019
Q1 		$19K Hold
200
– – 0.01% 108
2018
Q4 		$18K Buy
+200
New +$20.1K 0.02% 101

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arbor Wealth Management's AFG Position: Q3 2019 in Review

Arbor Wealth Management sold out of American Financial Group (AFG) in Q3 2019, closing a stake of 200 shares — an estimated $20K sold.

Arbor Wealth Management first reported a position in AFG in Q4 2018 and held it in 3 quarters. The position peaked at $20K in Q2 2019. 396 funds tracked by Wall St. Rank hold AFG as of Q3 2019.

  • Arbor Wealth Management reported no remaining American Financial Group position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 200 American Financial Group shares in Q3 2019, an estimated $20K.
  • Arbor Wealth Management first reported a position in American Financial Group in Q4 2018 and held it in 3 quarters.
  • Arbor Wealth Management's American Financial Group position peaked at $20K in Q2 2019.
  • 396 funds tracked by Wall St. Rank held American Financial Group as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.