Mark Sheptoff Financial Planning’s American International AIG Stock Holding History

Mark Sheptoff Financial Planning’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 Q2	–	Sell	-200	Closed	-$11K	–	361
2018 Q1	$11K	Hold	200	–	–	0.01%	274
2017 Q4	$12K	Sell	200 -100	-33%	-$6.14K	0.01%	266
2017 Q3	$18K	Hold	300	–	–	0.01%	246
2017 Q2	$19K	Sell	300 -1	-0.3%	-$62	0.01%	229
2017 Q1	$19K	Buy	301 +1	+0.3%	+$64	0.01%	229
2016 Q4	$20K	Hold	300	–	–	0.01%	217
2016 Q3	$18K	Hold	300	–	–	0.01%	221
2016 Q2	$16K	Hold	300	–	–	0.01%	223
2016 Q1	$16K	Hold	300	–	–	0.01%	220
2015 Q4	$19K	Hold	300	–	–	0.02%	221
2015 Q3	$17K	Sell	300 -23	-7%	-$1.41K	0.01%	218
2015 Q2	$20K	Buy	323 +23	+8%	+$1.36K	0.02%	223
2015 Q1	$16K	Sell	300 -1,800	-86%	-$96.5K	0.01%	236
2014 Q4	$118K	Sell	2,100 -410	-16%	-$22K	0.1%	124
2014 Q3	$136K	Sell	2,510 -210	-8%	-$11.5K	0.12%	124
2014 Q2	$148K	Buy	2,720 +2,700	+13,500%	+$143K	0.13%	119
2014 Q1	$1K	Buy	+20	New	+$995	﹤0.01%	342

Other funds holding AIG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Mark Sheptoff Financial Planning's AIG Position: Q2 2018 in Review

Mark Sheptoff Financial Planning sold out of American International (AIG) in Q2 2018, closing a stake of 200 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in AIG in Q1 2014 and held it in 17 quarters. The position peaked at $148K in Q2 2014. 838 funds tracked by Wall St. Rank hold AIG as of Q2 2018.

Mark Sheptoff Financial Planning reported no remaining American International position as of Q2 2018 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 200 American International shares in Q2 2018, an estimated $11K.
Mark Sheptoff Financial Planning first reported a position in American International in Q1 2014 and held it in 17 quarters.
Mark Sheptoff Financial Planning's American International position peaked at $148K in Q2 2014.
838 funds tracked by Wall St. Rank held American International as of Q2 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2018, filed 9 Aug 2018.