Genovese Burford & Brothers Wealth & Retirement Plan Management’s American Financial Group AFG Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2016 Q4	–	Sell	-321	Closed	-$24K	–	490
2016 Q3	$24K	Hold	321	–	–	0.01%	217
2016 Q2	$23K	Sell	321 -321	-50%	-$22.7K	0.01%	200
2016 Q1	$45K	Hold	642	–	–	0.02%	140
2015 Q4	$46K	Buy	+642	New	+$46.2K	0.02%	136

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's AFG Position: Q4 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of American Financial Group (AFG) in Q4 2016, closing a stake of 321 shares — an estimated $24K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in AFG in Q4 2015 and held it in 4 quarters. The position peaked at $46K in Q4 2015. 312 funds tracked by Wall St. Rank hold AFG as of Q4 2016.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining American Financial Group position as of Q4 2016 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 321 American Financial Group shares in Q4 2016, an estimated $24K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in American Financial Group in Q4 2015 and held it in 4 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's American Financial Group position peaked at $46K in Q4 2015.
312 funds tracked by Wall St. Rank held American Financial Group as of Q4 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2016, filed 13 Feb 2017.