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

Gupta 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
2016
Q1 		$35K Hold
498
– – 0.01% 510
2015
Q4 		$36K Hold
498
– – 0.01% 494
2015
Q3 		$34K Hold
498
– – 0.01% 528
2015
Q2 		$32K Buy
+498
New +$32.1K 0.01% 588

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 $55.1B AUM 45.38% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Gupta Wealth Management's AFG Position: Q1 2016 in Review

Gupta Wealth Management held its American Financial Group (AFG) position steady in Q1 2016 at 498 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #510.

Gupta Wealth Management first reported a position in AFG in Q2 2015 and has held it in 4 quarters since. The position peaked at $36K in Q4 2015. 309 funds tracked by Wall St. Rank hold AFG as of Q1 2016.

  • Gupta Wealth Management held 498 shares of American Financial Group worth $35K as of Q1 2016.
  • Gupta Wealth Management left its American Financial Group share count unchanged in Q1 2016.
  • American Financial Group made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #510 holding.
  • Gupta Wealth Management first reported a position in American Financial Group in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's American Financial Group position peaked at $36K in Q4 2015.
  • 309 funds tracked by Wall St. Rank held American Financial Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.