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Beaumont Financial Advisors’s American International AIG Stock Holding History

Beaumont Financial Advisors’s Portfolio AIG Stock Details AIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-172,686
Closed -$10.3M – 208
2017
Q4 		$10.3M Sell
172,686
-20,035
-10% -$1.23M 1.21% 33
2017
Q3 		$11.8M Buy
192,721
+66,371
+53% +$4.14M 1.48% 26
2017
Q2 		$7.9M Sell
126,350
-9,962
-7% -$619K 1.02% 37
2017
Q1 		$8.51M Sell
136,312
-64,614
-32% -$4.15M 1.16% 31
2016
Q4 		$13.1M Buy
200,926
+661
+0.3% +$41.5K 1.98% 13
2016
Q3 		$11.9M Sell
200,265
-47
-0% -$2.69K 1.88% 11
2016
Q2 		$10.6M Buy
200,312
+12,692
+7% +$701K 1.74% 19
2016
Q1 		$10.3M Sell
187,620
-7,776
-4% -$420K 1.67% 17
2015
Q4 		$12.1M Sell
195,396
-1,155
-0.6% -$70.4K 2% 17
2015
Q3 		$12.2M Hold
196,551
– – 1.76% 24
2015
Q2 		$12.2M Sell
196,551
-2,644
-1% -$156K 1.76% 24
2015
Q1 		$10.9M Buy
199,195
+1,117
+0.6% +$59.9K 0.38% 53
2014
Q4 		$11.1M Buy
198,078
+1,356
+0.7% +$72.7K 0.53% 55
2014
Q3 		$10.6M Buy
196,722
+1,356
+0.7% +$74.1K 0.69% 54
2014
Q2 		$10.7M Buy
195,366
+805
+0.4% +$42.6K 0.76% 56
2014
Q1 		$9.73M Sell
194,561
-14,736
-7% -$733K 0.8% 39
2013
Q4 		$10.7M Buy
209,297
+20,326
+11% +$1.01M 0.88% 47
2013
Q3 		$9.19M Buy
188,971
+118,896
+170% +$5.65M 0.82% 44
2013
Q2 		$3.13M Buy
+70,075
New +$3.01M 0.29% 79

Other funds holding AIG

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Beaumont Financial Advisors's AIG Position: Q1 2018 in Review

Beaumont Financial Advisors sold out of American International (AIG) in Q1 2018, closing a stake of 172,686 shares — an estimated $10.3M sold.

Beaumont Financial Advisors first reported a position in AIG in Q2 2013 and held it in 19 quarters. The position peaked at $13.1M in Q4 2016. 898 funds tracked by Wall St. Rank hold AIG as of Q1 2018.

  • Beaumont Financial Advisors reported no remaining American International position as of Q1 2018 after selling out during the quarter.
  • Beaumont Financial Advisors sold 172,686 American International shares in Q1 2018, an estimated $10.3M.
  • Beaumont Financial Advisors first reported a position in American International in Q2 2013 and held it in 19 quarters.
  • Beaumont Financial Advisors's American International position peaked at $13.1M in Q4 2016.
  • 898 funds tracked by Wall St. Rank held American International as of Q1 2018.

Based on Beaumont Financial Advisors's 13F filing for Q1 2018, filed 11 May 2018.