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Beacon Capital Management Inc (Ohio)’s American Financial Group AFG Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2016
Q1 		– Sell
-60
Closed -$4K – 188
2015
Q4 		$4K Hold
60
– – ﹤0.01% 171
2015
Q3 		$4K Hold
60
– – ﹤0.01% 175
2015
Q2 		$4K Hold
60
– – ﹤0.01% 194
2015
Q1 		$4K Hold
60
– – ﹤0.01% 197
2014
Q4 		$4K Hold
60
– – ﹤0.01% 179
2014
Q3 		$3K Hold
60
– – ﹤0.01% 190
2014
Q2 		$4K Hold
60
– – ﹤0.01% 187
2014
Q1 		$3K Hold
60
– – ﹤0.01% 194
2013
Q4 		$3K Buy
+60
New +$3.36K ﹤0.01% 188

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s AFG Position: Q1 2016 in Review

Beacon Capital Management Inc (Ohio) sold out of American Financial Group (AFG) in Q1 2016, closing a stake of 60 shares — an estimated $4K sold.

Beacon Capital Management Inc (Ohio) first reported a position in AFG in Q4 2013 and held it in 9 quarters. The position peaked at $4K in Q4 2015. 309 funds tracked by Wall St. Rank hold AFG as of Q1 2016.

  • Beacon Capital Management Inc (Ohio) reported no remaining American Financial Group position as of Q1 2016 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 60 American Financial Group shares in Q1 2016, an estimated $4K.
  • Beacon Capital Management Inc (Ohio) first reported a position in American Financial Group in Q4 2013 and held it in 9 quarters.
  • Beacon Capital Management Inc (Ohio)'s American Financial Group position peaked at $4K in Q4 2015.
  • 309 funds tracked by Wall St. Rank held American Financial Group as of Q1 2016.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2016, filed 19 Apr 2016.