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Plante Moran Financial Advisors’s American Financial Group AFG Stock Holding History

Plante Moran Financial 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
2020
Q1 		– Sell
-33
Closed -$4K – 726
2019
Q4 		$4K Buy
+33
New +$3.53K ﹤0.01% 630
2018
Q4 		– Sell
-27
Closed -$3K – 877
2018
Q3 		$3K Buy
+27
New +$3K ﹤0.01% 633
2016
Q4 		– Sell
-732
Closed -$55K – 957
2016
Q3 		$55K Buy
+732
New +$54K 0.04% 293

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Plante Moran Financial Advisors's AFG Position: Q1 2020 in Review

Plante Moran Financial Advisors sold out of American Financial Group (AFG) in Q1 2020, closing a stake of 33 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in AFG in Q3 2016 and held it in 3 quarters. The position peaked at $55K in Q3 2016. 377 funds tracked by Wall St. Rank hold AFG as of Q1 2020.

  • Plante Moran Financial Advisors reported no remaining American Financial Group position as of Q1 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 33 American Financial Group shares in Q1 2020, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in American Financial Group in Q3 2016 and held it in 3 quarters.
  • Plante Moran Financial Advisors's American Financial Group position peaked at $55K in Q3 2016.
  • 377 funds tracked by Wall St. Rank held American Financial Group as of Q1 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2020, filed 7 May 2020.