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Omnia Family Wealth’s American Financial Group AFG Stock Holding History

Omnia Family Wealth’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
Q4 		– Sell
-77
Closed -$9K – 562
2018
Q3 		$9K Hold
77
– – ﹤0.01% 266
2018
Q2 		$8K Hold
77
– – ﹤0.01% 272
2018
Q1 		$9K Hold
77
– – ﹤0.01% 268
2017
Q4 		$8K Hold
77
– – ﹤0.01% 305
2017
Q3 		$8K Hold
77
– – ﹤0.01% 289
2017
Q2 		$8K Hold
77
– – ﹤0.01% 311
2017
Q1 		$7K Hold
77
– – ﹤0.01% 326
2016
Q4 		$7K Buy
+77
New +$6.18K ﹤0.01% 328

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Omnia Family Wealth's AFG Position: Q4 2018 in Review

Omnia Family Wealth sold out of American Financial Group (AFG) in Q4 2018, closing a stake of 77 shares — an estimated $9K sold.

Omnia Family Wealth first reported a position in AFG in Q4 2016 and held it in 8 quarters. The position peaked at $9K in Q3 2018. 397 funds tracked by Wall St. Rank hold AFG as of Q4 2018.

  • Omnia Family Wealth reported no remaining American Financial Group position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 77 American Financial Group shares in Q4 2018, an estimated $9K.
  • Omnia Family Wealth first reported a position in American Financial Group in Q4 2016 and held it in 8 quarters.
  • Omnia Family Wealth's American Financial Group position peaked at $9K in Q3 2018.
  • 397 funds tracked by Wall St. Rank held American Financial Group as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.