SOAMC
AFW.CL

Spirit of America Management Corp’s American Financial Group Inc AFW.CL Stock Holding History

Spirit of America Management Corp’s Portfolio AFW.CL Stock Details AFW.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-5,000
Closed -$130K – 349
2015
Q3 		$130K Hold
5,000
– – 0.03% 294
2015
Q2 		$128K Hold
5,000
– – 0.02% 302
2015
Q1 		$136K Hold
5,000
– – 0.03% 292
2014
Q4 		$133K Hold
5,000
– – 0.03% 295
2014
Q3 		$129K Hold
5,000
– – 0.04% 300
2014
Q2 		$129K Hold
5,000
– – 0.05% 257
2014
Q1 		$127K Buy
+5,000
New +$125K 0.05% 253
2013
Q4 		– Sell
-15,000
Closed -$356K – 284
2013
Q3 		$356K Hold
15,000
– – 0.13% 196
2013
Q2 		$384K Buy
+15,000
New +$395K 0.14% 182

Other funds holding AFW.CL

FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Spirit of America Management Corp's AFW.CL Position: Q4 2015 in Review

Spirit of America Management Corp sold out of American Financial Group Inc (AFW.CL) in Q4 2015, closing a stake of 5,000 shares — an estimated $130K sold.

Spirit of America Management Corp first reported a position in AFW.CL in Q2 2013 and held it in 9 quarters. The position peaked at $384K in Q2 2013. 2 funds tracked by Wall St. Rank hold AFW.CL as of Q4 2015.

  • Spirit of America Management Corp reported no remaining American Financial Group Inc position as of Q4 2015 after selling out during the quarter.
  • Spirit of America Management Corp sold 5,000 American Financial Group Inc shares in Q4 2015, an estimated $130K.
  • Spirit of America Management Corp first reported a position in American Financial Group Inc in Q2 2013 and held it in 9 quarters.
  • Spirit of America Management Corp's American Financial Group Inc position peaked at $384K in Q2 2013.
  • 2 funds tracked by Wall St. Rank held American Financial Group Inc as of Q4 2015.

Based on Spirit of America Management Corp's 13F filing for Q4 2015, filed 14 Jan 2016.