Reilly Financial Advisors’s AI Financial Corp AIFC Stock Holding History

Reilly Financial Advisors’s Portfolio AIFC Stock Details AIFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-40	Closed	–	–	913
2016 Q3	$0	Buy	+40	New	+$239	﹤0.01%	899

Other funds holding AIFC

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

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

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Reilly Financial Advisors's AIFC Position: Q4 2016 in Review

Reilly Financial Advisors sold out of AI Financial Corp (AIFC) in Q4 2016, closing a stake of 40 shares.

Reilly Financial Advisors first reported a position in AIFC in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 8 funds tracked by Wall St. Rank hold AIFC as of Q4 2016.

Reilly Financial Advisors reported no remaining AI Financial Corp position as of Q4 2016 after selling out during the quarter.
Reilly Financial Advisors sold 40 AI Financial Corp shares in Q4 2016.
Reilly Financial Advisors first reported a position in AI Financial Corp in Q3 2016 and held it in 1 quarter.
Reilly Financial Advisors's AI Financial Corp position peaked at $0 in Q3 2016.
8 funds tracked by Wall St. Rank held AI Financial Corp as of Q4 2016.

Based on Reilly Financial Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.