Index Management Solutions’s American Financial Group AFG Stock Holding History

Index Management Solutions’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	-541	Closed	-$33K	–	760
2014 Q4	$33K	Sell	541 -4,330	-89%	-$258K	﹤0.01%	591
2014 Q3	$282K	Buy	+4,871	New	+$285K	0.03%	488
2014 Q1	–	Sell	-654	Closed	-$38K	–	1078
2013 Q4	$38K	Buy	654 +110	+20%	+$6.16K	0.01%	580
2013 Q3	$29K	Buy	+544	New	+$28.4K	0.01%	620

Other funds holding AFG

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

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

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Index Management Solutions's AFG Position: Q1 2015 in Review

Index Management Solutions sold out of American Financial Group (AFG) in Q1 2015, closing a stake of 541 shares — an estimated $33K sold.

Index Management Solutions first reported a position in AFG in Q3 2013 and held it in 4 quarters. The position peaked at $282K in Q3 2014. 281 funds tracked by Wall St. Rank hold AFG as of Q1 2015.

Index Management Solutions reported no remaining American Financial Group position as of Q1 2015 after selling out during the quarter.
Index Management Solutions sold 541 American Financial Group shares in Q1 2015, an estimated $33K.
Index Management Solutions first reported a position in American Financial Group in Q3 2013 and held it in 4 quarters.
Index Management Solutions's American Financial Group position peaked at $282K in Q3 2014.
281 funds tracked by Wall St. Rank held American Financial Group as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.