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Asset Planning Services (Pennsylvania)’s American Financial Group AFG Stock Holding History

Asset Planning Services (Pennsylvania)’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
2015
Q3 		– Sell
-813
Closed -$53K – 231
2015
Q2 		$53K Buy
+813
New +$52.5K 0.05% 110

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s AFG Position: Q3 2015 in Review

Asset Planning Services (Pennsylvania) sold out of American Financial Group (AFG) in Q3 2015, closing a stake of 813 shares — an estimated $53K sold.

Asset Planning Services (Pennsylvania) first reported a position in AFG in Q2 2015 and held it in 1 quarter. The position peaked at $53K in Q2 2015. 294 funds tracked by Wall St. Rank hold AFG as of Q3 2015.

  • Asset Planning Services (Pennsylvania) reported no remaining American Financial Group position as of Q3 2015 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 813 American Financial Group shares in Q3 2015, an estimated $53K.
  • Asset Planning Services (Pennsylvania) first reported a position in American Financial Group in Q2 2015 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s American Financial Group position peaked at $53K in Q2 2015.
  • 294 funds tracked by Wall St. Rank held American Financial Group as of Q3 2015.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2015, filed 13 Jan 2017.