Hefty Wealth Partners’s American Financial Group AFG Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$1.13M	Buy	+10,079	New	+$1.13M	0.73%	43

Other funds holding AFG

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Hefty Wealth Partners's AFG Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in American Financial Group (AFG) in Q1 2018: 10,079 shares worth $1.13M. The stake represents 0.73% of the portfolio and ranks #43 among its holdings.

395 funds tracked by Wall St. Rank hold AFG as of Q1 2018.

Hefty Wealth Partners held 10,079 shares of American Financial Group worth $1.13M as of Q1 2018.
American Financial Group was a new Hefty Wealth Partners position in Q1 2018.
American Financial Group made up 0.73% of Hefty Wealth Partners's portfolio in Q1 2018, its #43 holding.
395 funds tracked by Wall St. Rank held American Financial Group as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.