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Patriot Wealth Management’s American International AIG Stock Holding History

Patriot 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
Q2 		– Sell
-145,987
Closed -$7.95M – 78
2018
Q1 		$7.95M Buy
145,987
+3,492
+2% +$206K 1.13% 29
2017
Q4 		$8.49M Buy
142,495
+1,989
+1% +$122K 1.2% 23
2017
Q3 		$8.63M Buy
140,506
+779
+0.6% +$48.5K 1.4% 19
2017
Q2 		$8.74M Buy
139,727
+4,486
+3% +$279K 1.46% 17
2017
Q1 		$8.44M Buy
135,241
+52,887
+64% +$3.4M 1.35% 18
2016
Q4 		$5.38M Buy
+82,354
New +$5.17M 1.02% 38

Other funds holding AIG

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Patriot Wealth Management's AIG Position: Q2 2018 in Review

Patriot Wealth Management sold out of American International (AIG) in Q2 2018, closing a stake of 145,987 shares — an estimated $7.95M sold.

Patriot Wealth Management first reported a position in AIG in Q4 2016 and held it in 6 quarters. The position peaked at $8.74M in Q2 2017. 838 funds tracked by Wall St. Rank hold AIG as of Q2 2018.

  • Patriot Wealth Management reported no remaining American International position as of Q2 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 145,987 American International shares in Q2 2018, an estimated $7.95M.
  • Patriot Wealth Management first reported a position in American International in Q4 2016 and held it in 6 quarters.
  • Patriot Wealth Management's American International position peaked at $8.74M in Q2 2017.
  • 838 funds tracked by Wall St. Rank held American International as of Q2 2018.

Based on Patriot Wealth Management's 13F filing for Q2 2018, filed 23 Jul 2018.