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Jacobus Wealth Management’s American International AIG Stock Holding History

Jacobus Wealth Management’s Portfolio AIG Stock Details AIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-3,297
Closed -$178K – 214
2016
Q1 		$178K Sell
3,297
-300
-8% -$16.2K 0.05% 205
2015
Q4 		$223K Buy
+3,597
New +$219K 0.06% 195

Other funds holding AIG

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Jacobus Wealth Management's AIG Position: Q2 2016 in Review

Jacobus Wealth Management sold out of American International (AIG) in Q2 2016, closing a stake of 3,297 shares — an estimated $178K sold.

Jacobus Wealth Management first reported a position in AIG in Q4 2015 and held it in 2 quarters. The position peaked at $223K in Q4 2015. 896 funds tracked by Wall St. Rank hold AIG as of Q2 2016.

  • Jacobus Wealth Management reported no remaining American International position as of Q2 2016 after selling out during the quarter.
  • Jacobus Wealth Management sold 3,297 American International shares in Q2 2016, an estimated $178K.
  • Jacobus Wealth Management first reported a position in American International in Q4 2015 and held it in 2 quarters.
  • Jacobus Wealth Management's American International position peaked at $223K in Q4 2015.
  • 896 funds tracked by Wall St. Rank held American International as of Q2 2016.

Based on Jacobus Wealth Management's 13F filing for Q2 2016, filed 5 Aug 2016.