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Litman Gregory Wealth Management’s American Financial Group AFG Stock Holding History

Litman Gregory Wealth Management’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
2018
Q2 		– Sell
-375
Closed -$42K – 97
2018
Q1 		$42K Buy
+375
New +$41.9K 0.02% 105

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Litman Gregory Wealth Management's AFG Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of American Financial Group (AFG) in Q2 2018, closing a stake of 375 shares — an estimated $42K sold.

Litman Gregory Wealth Management first reported a position in AFG in Q1 2018 and held it in 1 quarter. The position peaked at $42K in Q1 2018. 390 funds tracked by Wall St. Rank hold AFG as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining American Financial Group position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 375 American Financial Group shares in Q2 2018, an estimated $42K.
  • Litman Gregory Wealth Management first reported a position in American Financial Group in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's American Financial Group position peaked at $42K in Q1 2018.
  • 390 funds tracked by Wall St. Rank held American Financial Group as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.