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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

Other funds holding AIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Lyell Wealth Management's AIG Position: Q1 2018 in Review

Lyell Wealth Management sold out of American International (AIG) in Q1 2018, closing a stake of 3,644 shares — an estimated $217K sold.

Lyell Wealth Management first reported a position in AIG in Q4 2016 and held it in 5 quarters. The position peaked at $233K in Q4 2016. 899 funds tracked by Wall St. Rank hold AIG as of Q1 2018.

  • Lyell Wealth Management reported no remaining American International position as of Q1 2018 after selling out during the quarter.
  • Lyell Wealth Management sold 3,644 American International shares in Q1 2018, an estimated $217K.
  • Lyell Wealth Management first reported a position in American International in Q4 2016 and held it in 5 quarters.
  • Lyell Wealth Management's American International position peaked at $233K in Q4 2016.
  • 899 funds tracked by Wall St. Rank held American International as of Q1 2018.

Based on Lyell Wealth Management's 13F filing for Q1 2018, filed 7 May 2018.