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JP Morgan Private Wealth Advisors’s American Financial Group AFG Stock Holding History

JP Morgan Private Wealth Advisors’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
2016
Q2 		– Sell
-3,248
Closed -$228K – 1253
2016
Q1 		$228K Buy
+3,248
New +$223K ﹤0.01% 1038

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AFG Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of American Financial Group (AFG) in Q2 2016, closing a stake of 3,248 shares — an estimated $228K sold.

JP Morgan Private Wealth Advisors first reported a position in AFG in Q1 2016 and held it in 1 quarter. The position peaked at $228K in Q1 2016. 300 funds tracked by Wall St. Rank hold AFG as of Q2 2016.

  • JP Morgan Private Wealth Advisors reported no remaining American Financial Group position as of Q2 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,248 American Financial Group shares in Q2 2016, an estimated $228K.
  • JP Morgan Private Wealth Advisors first reported a position in American Financial Group in Q1 2016 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's American Financial Group position peaked at $228K in Q1 2016.
  • 300 funds tracked by Wall St. Rank held American Financial Group as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.