Loring Wolcott & Coolidge Fiduciary Advisors’s American Financial Group AFG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2019 Q4	–	Sell	-4	Closed	–	–	671
2019 Q3	$0	Hold	4	–	–	﹤0.01%	675
2019 Q2	$0	Hold	4	–	–	﹤0.01%	708
2019 Q1	$0	Hold	4	–	–	﹤0.01%	698
2018 Q4	$0	Sell	4 -1,000	-100%	-$100K	﹤0.01%	690
2018 Q3	$111K	Buy	1,004 +1,000	+25,000%	+$111K	﹤0.01%	340
2018 Q2	$0	Hold	4	–	–	﹤0.01%	666
2018 Q1	$0	Hold	4	–	–	﹤0.01%	721
2017 Q4	$0	Hold	4	–	–	﹤0.01%	738
2017 Q3	$0	Buy	+4	New	+$407	﹤0.01%	782

Other funds holding AFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AFG Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of American Financial Group (AFG) in Q4 2019, closing a stake of 4 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AFG in Q3 2017 and held it in 9 quarters. The position peaked at $111K in Q3 2018. 405 funds tracked by Wall St. Rank hold AFG as of Q4 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining American Financial Group position as of Q4 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 4 American Financial Group shares in Q4 2019.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in American Financial Group in Q3 2017 and held it in 9 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's American Financial Group position peaked at $111K in Q3 2018.
405 funds tracked by Wall St. Rank held American Financial Group as of Q4 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.