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Avantax Planning Partners’s American Financial Group AFG Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-1,000
Closed -$111K – 294
2018
Q3 		$111K Buy
+1,000
New +$111K 0.01% 327
2018
Q2 		– Sell
-1,042
Closed -$117K – 260
2018
Q1 		$117K Buy
+1,042
New +$117K 0.01% 386

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
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Planning Partners's AFG Position: Q4 2018 in Review

Avantax Planning Partners sold out of American Financial Group (AFG) in Q4 2018, closing a stake of 1,000 shares — an estimated $111K sold.

Avantax Planning Partners first reported a position in AFG in Q1 2018 and held it in 2 quarters. The position peaked at $117K in Q1 2018. 397 funds tracked by Wall St. Rank hold AFG as of Q4 2018.

  • Avantax Planning Partners reported no remaining American Financial Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,000 American Financial Group shares in Q4 2018, an estimated $111K.
  • Avantax Planning Partners first reported a position in American Financial Group in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's American Financial Group position peaked at $117K in Q1 2018.
  • 397 funds tracked by Wall St. Rank held American Financial Group as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.