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Mountain Capital Investment Advisors’s American Financial Group AFG Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-21
Closed -$2K – 45
2017
Q3 		$2K Hold
21
– – ﹤0.01% 408
2017
Q2 		$2K Buy
+21
New +$2.06K ﹤0.01% 447

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mountain Capital Investment Advisors's AFG Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of American Financial Group (AFG) in Q4 2017, closing a stake of 21 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in AFG in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 371 funds tracked by Wall St. Rank hold AFG as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining American Financial Group position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 21 American Financial Group shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in American Financial Group in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's American Financial Group position peaked at $2K in Q3 2017.
  • 371 funds tracked by Wall St. Rank held American Financial Group as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.