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B. Riley Wealth Advisors’s American Financial Group AFG Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-1,549
Closed -$94 – 610
2014
Q4 		$94 Buy
+1,549
New +$92.2K ﹤0.01% 1777
2014
Q3 		– Sell
-1,549
Closed -$92.2K – 688
2014
Q2 		$92.2K Buy
+1,549
New +$90.2K 0.02% 760

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

B. Riley Wealth Advisors's AFG Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of American Financial Group (AFG) in Q1 2015, closing a stake of 1,549 shares — an estimated $94 sold.

B. Riley Wealth Advisors first reported a position in AFG in Q2 2014 and held it in 2 quarters. The position peaked at $92.2K in Q2 2014. 281 funds tracked by Wall St. Rank hold AFG as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining American Financial Group position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,549 American Financial Group shares in Q1 2015, an estimated $94.
  • B. Riley Wealth Advisors first reported a position in American Financial Group in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's American Financial Group position peaked at $92.2K in Q2 2014.
  • 281 funds tracked by Wall St. Rank held American Financial Group as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.