Oak Point Wealth Management’s American Financial Group AFG Stock Holding History

Oak Point Wealth Management’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
2018 Q1	$1.14M	Buy	+10,259	New	+$1.15M	1.16%	33

Other funds holding AFG

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

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

AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Oak Point Wealth Management's AFG Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in American Financial Group (AFG) in Q1 2018: 10,259 shares worth $1.14M. The stake represents 1.16% of the portfolio and ranks #33 among its holdings.

396 funds tracked by Wall St. Rank hold AFG as of Q1 2018.

Oak Point Wealth Management held 10,259 shares of American Financial Group worth $1.14M as of Q1 2018.
American Financial Group was a new Oak Point Wealth Management position in Q1 2018.
American Financial Group made up 1.16% of Oak Point Wealth Management's portfolio in Q1 2018, its #33 holding.
396 funds tracked by Wall St. Rank held American Financial Group as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.