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Cypress Wealth Advisors’s American Financial Group AFG Stock Holding History

Cypress 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
2017
Q2 		– Sell
-3,050
Closed -$291K – 88
2017
Q1 		$291K Buy
3,050
+119
+4% +$10.9K 0.13% 154
2016
Q4 		$258K Hold
2,931
– – 0.12% 158
2016
Q3 		$220K Hold
2,931
– – 0.1% 176
2016
Q2 		$217K Hold
2,931
– – 0.11% 163
2016
Q1 		$206K Hold
2,931
– – 0.09% 179
2015
Q4 		$211K Hold
2,931
– – 0.11% 163
2015
Q3 		$202K Buy
+2,931
New +$203K 0.11% 170

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cypress Wealth Advisors's AFG Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of American Financial Group (AFG) in Q2 2017, closing a stake of 3,050 shares — an estimated $291K sold.

Cypress Wealth Advisors first reported a position in AFG in Q3 2015 and held it in 7 quarters. The position peaked at $291K in Q1 2017. 361 funds tracked by Wall St. Rank hold AFG as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining American Financial Group position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 3,050 American Financial Group shares in Q2 2017, an estimated $291K.
  • Cypress Wealth Advisors first reported a position in American Financial Group in Q3 2015 and held it in 7 quarters.
  • Cypress Wealth Advisors's American Financial Group position peaked at $291K in Q1 2017.
  • 361 funds tracked by Wall St. Rank held American Financial Group as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.