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Howe & Rusling’s American Financial Group AFG Stock Holding History

Howe & Rusling’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
2017
Q1 		– Sell
-8
Closed -$1K – 989
2016
Q4 		$1K Buy
+8
New +$642 ﹤0.01% 934
2016
Q3 		– Sell
-75
Closed -$6K – 1025
2016
Q2 		$6K Hold
75
– – ﹤0.01% 564
2016
Q1 		$5K Hold
75
– – ﹤0.01% 656
2015
Q4 		$5K Buy
+75
New +$5.4K ﹤0.01% 613

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Howe & Rusling's AFG Position: Q1 2017 in Review

Howe & Rusling sold out of American Financial Group (AFG) in Q1 2017, closing a stake of 8 shares — an estimated $1K sold.

Howe & Rusling first reported a position in AFG in Q4 2015 and held it in 4 quarters. The position peaked at $6K in Q2 2016. 326 funds tracked by Wall St. Rank hold AFG as of Q1 2017.

  • Howe & Rusling reported no remaining American Financial Group position as of Q1 2017 after selling out during the quarter.
  • Howe & Rusling sold 8 American Financial Group shares in Q1 2017, an estimated $1K.
  • Howe & Rusling first reported a position in American Financial Group in Q4 2015 and held it in 4 quarters.
  • Howe & Rusling's American Financial Group position peaked at $6K in Q2 2016.
  • 326 funds tracked by Wall St. Rank held American Financial Group as of Q1 2017.

Based on Howe & Rusling's 13F filing for Q1 2017, filed 18 Apr 2017.