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Lyell Wealth Management’s American International AIG Stock Holding History

Lyell 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
2018
Q1 		– Sell
-3,644
Closed -$217K – 107
2017
Q4 		$217K Buy
3,644
+38
+1% +$2.33K 0.09% 103
2017
Q3 		$221K Hold
3,606
– – 0.1% 100
2017
Q2 		$225K Buy
3,606
+18
+0.5% +$1.12K 0.11% 95
2017
Q1 		$224K Buy
3,588
+19
+0.5% +$1.22K 0.12% 95
2016
Q4 		$233K Buy
+3,569
New +$224K 0.14% 89

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return