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Evercore Wealth Management’s American Financial Group AFG Stock Holding History

Evercore Wealth 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
2013
Q4 		– Sell
-61
Closed -$4K – 843
2013
Q3 		$4K Buy
+61
New +$3.19K ﹤0.01% 873

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 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

Evercore Wealth Management's AFG Position: Q4 2013 in Review

Evercore Wealth Management sold out of American Financial Group (AFG) in Q4 2013, closing a stake of 61 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in AFG in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 242 funds tracked by Wall St. Rank hold AFG as of Q4 2013.

  • Evercore Wealth Management reported no remaining American Financial Group position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 61 American Financial Group shares in Q4 2013, an estimated $4K.
  • Evercore Wealth Management first reported a position in American Financial Group in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's American Financial Group position peaked at $4K in Q3 2013.
  • 242 funds tracked by Wall St. Rank held American Financial Group as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.