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Hirtle Callaghan & Co’s American Financial Group AFG Stock Holding History

Hirtle Callaghan & Co’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
2015
Q1 		– Sell
-17
Closed -$1K – 24
2014
Q4 		$1K Buy
+17
New +$1.01K ﹤0.01% 518
2014
Q3 		– Sell
-14
Closed -$1K – 560
2014
Q2 		$1K Hold
14
– – ﹤0.01% 594
2014
Q1 		$1K Hold
14
– – ﹤0.01% 583
2013
Q4 		$1K Buy
+14
New +$785 ﹤0.01% 565

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Hirtle Callaghan & Co's AFG Position: Q1 2015 in Review

Hirtle Callaghan & Co sold out of American Financial Group (AFG) in Q1 2015, closing a stake of 17 shares — an estimated $1K sold.

Hirtle Callaghan & Co first reported a position in AFG in Q4 2013 and held it in 4 quarters. The position peaked at $1K in Q4 2014. 281 funds tracked by Wall St. Rank hold AFG as of Q1 2015.

  • Hirtle Callaghan & Co reported no remaining American Financial Group position as of Q1 2015 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 17 American Financial Group shares in Q1 2015, an estimated $1K.
  • Hirtle Callaghan & Co first reported a position in American Financial Group in Q4 2013 and held it in 4 quarters.
  • Hirtle Callaghan & Co's American Financial Group position peaked at $1K in Q4 2014.
  • 281 funds tracked by Wall St. Rank held American Financial Group as of Q1 2015.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2015, filed 15 May 2015.