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Sugarloaf Wealth Management’s Atlantic American Corp AAME Stock Holding History

Sugarloaf Wealth Management’s Portfolio AAME Stock Details AAME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,519
Closed -$5K – 670
2020
Q1 		$5K Hold
2,519
– – ﹤0.01% 501
2019
Q4 		$5K Buy
+2,519
New +$5.13K ﹤0.01% 532

Other funds holding AAME

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.75B AUM 18.02% 1-Year Est. Return
BS
Biglari Sardar $50.9M AUM 11.14% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sugarloaf Wealth Management's AAME Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of Atlantic American Corp (AAME) in Q2 2020, closing a stake of 2,519 shares — an estimated $5K sold.

Sugarloaf Wealth Management first reported a position in AAME in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2020. 18 funds tracked by Wall St. Rank hold AAME as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining Atlantic American Corp position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 2,519 Atlantic American Corp shares in Q2 2020, an estimated $5K.
  • Sugarloaf Wealth Management first reported a position in Atlantic American Corp in Q4 2019 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Atlantic American Corp position peaked at $5K in Q1 2020.
  • 18 funds tracked by Wall St. Rank held Atlantic American Corp as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.