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BRC Investment Management’s American Financial Group AFG Stock Holding History

BRC Investment Management’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
2014
Q3 		– Sell
-8,895
Closed -$530K – 118
2014
Q2 		$530K Sell
8,895
-93
-1% -$5.42K 0.08% 99
2014
Q1 		$519K Buy
+8,988
New +$507K 0.08% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BRC Investment Management's AFG Position: Q3 2014 in Review

BRC Investment Management sold out of American Financial Group (AFG) in Q3 2014, closing a stake of 8,895 shares — an estimated $530K sold.

BRC Investment Management first reported a position in AFG in Q1 2014 and held it in 2 quarters. The position peaked at $530K in Q2 2014. 272 funds tracked by Wall St. Rank hold AFG as of Q3 2014.

  • BRC Investment Management reported no remaining American Financial Group position as of Q3 2014 after selling out during the quarter.
  • BRC Investment Management sold 8,895 American Financial Group shares in Q3 2014, an estimated $530K.
  • BRC Investment Management first reported a position in American Financial Group in Q1 2014 and held it in 2 quarters.
  • BRC Investment Management's American Financial Group position peaked at $530K in Q2 2014.
  • 272 funds tracked by Wall St. Rank held American Financial Group as of Q3 2014.

Based on BRC Investment Management's 13F filing for Q3 2014, filed 21 Oct 2014.