Gideon Capital Advisors’s American Financial Group AFG Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-2,026	Closed	-$222K	–	6
2019 Q4	$222K	Buy	+2,026	New	+$217K	0.08%	242
2016 Q2	–	Sell	-3,376	Closed	-$238K	–	195
2016 Q1	$238K	Buy	+3,376	New	+$231K	0.3%	111
2014 Q4	–	Sell	-5,292	Closed	-$306K	–	204
2014 Q3	$306K	Buy	+5,292	New	+$310K	0.12%	206

Other funds holding AFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gideon Capital Advisors's AFG Position: Q1 2020 in Review

Gideon Capital Advisors sold out of American Financial Group (AFG) in Q1 2020, closing a stake of 2,026 shares — an estimated $222K sold.

Gideon Capital Advisors first reported a position in AFG in Q3 2014 and held it in 3 quarters. The position peaked at $306K in Q3 2014. 377 funds tracked by Wall St. Rank hold AFG as of Q1 2020.

Gideon Capital Advisors reported no remaining American Financial Group position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 2,026 American Financial Group shares in Q1 2020, an estimated $222K.
Gideon Capital Advisors first reported a position in American Financial Group in Q3 2014 and held it in 3 quarters.
Gideon Capital Advisors's American Financial Group position peaked at $306K in Q3 2014.
377 funds tracked by Wall St. Rank held American Financial Group as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.