Spirit of America Management Corp’s American Financial Group, Inc. 6.000% Subordinated Debentures due 2055 AFGH Stock Holding History

Spirit of America Management Corp’s Portfolio AFGH Stock Details AFGH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-14,000	Closed	-$375K	–	310
2017 Q3	$375K	Hold	14,000	–	–	0.04%	239
2017 Q2	$384K	Hold	14,000	–	–	0.04%	238
2017 Q1	$370K	Hold	14,000	–	–	0.04%	240
2016 Q4	$351K	Hold	14,000	–	–	0.04%	248
2016 Q3	$380K	Hold	14,000	–	–	0.05%	235
2016 Q2	$376K	Hold	14,000	–	–	0.06%	223
2016 Q1	$356K	Hold	14,000	–	–	0.06%	230
2015 Q4	$359K	Buy	+14,000	New	+$350K	0.07%	226

Other funds holding AFGH

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

FMA

FNY Managed Accounts New York $83.4M AUM 11.55% 1-Year Est. Return

Spirit of America Management Corp's AFGH Position: Q4 2017 in Review

Spirit of America Management Corp sold out of American Financial Group, Inc. 6.000% Subordinated Debentures due 2055 (AFGH) in Q4 2017, closing a stake of 14,000 shares — an estimated $375K sold.

Spirit of America Management Corp first reported a position in AFGH in Q4 2015 and held it in 8 quarters. The position peaked at $384K in Q2 2017. 3 funds tracked by Wall St. Rank hold AFGH as of Q4 2017.

Spirit of America Management Corp reported no remaining American Financial Group, Inc. 6.000% Subordinated Debentures due 2055 position as of Q4 2017 after selling out during the quarter.
Spirit of America Management Corp sold 14,000 American Financial Group, Inc. 6.000% Subordinated Debentures due 2055 shares in Q4 2017, an estimated $375K.
Spirit of America Management Corp first reported a position in American Financial Group, Inc. 6.000% Subordinated Debentures due 2055 in Q4 2015 and held it in 8 quarters.
Spirit of America Management Corp's American Financial Group, Inc. 6.000% Subordinated Debentures due 2055 position peaked at $384K in Q2 2017.
3 funds tracked by Wall St. Rank held American Financial Group, Inc. 6.000% Subordinated Debentures due 2055 as of Q4 2017.

Based on Spirit of America Management Corp's 13F filing for Q4 2017, filed 17 Jan 2018.