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SVA Wealth Management’s American International AIG Stock Holding History

SVA Wealth Management’s Portfolio AIG Stock Details AIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,000
Closed -$265K – 211
2018
Q2 		$265K Sell
5,000
-506
-9% -$27.4K 0.03% 190
2018
Q1 		$338K Buy
5,506
+506
+10% +$29.9K 0.04% 167
2017
Q4 		$298K Sell
5,000
-506
-9% -$31.1K 0.03% 181
2017
Q3 		$338K Hold
5,506
– – 0.04% 167
2017
Q2 		$344K Buy
5,506
+6
+0.1% +$373 0.04% 158
2017
Q1 		$343K Sell
5,500
-108
-2% -$6.93K 0.05% 153
2016
Q4 		$366K Sell
5,608
-1,500
-21% -$94.2K 0.05% 156
2016
Q3 		$422K Sell
7,108
-1,050
-13% -$60K 0.07% 146
2016
Q2 		$431K Sell
8,158
-10,992
-57% -$607K 0.07% 147
2016
Q1 		$1.03M Sell
19,150
-75,999
-80% -$4.1M 0.17% 104
2015
Q4 		$5.9M Sell
95,149
-40
-0% -$2.44K 1.02% 28
2015
Q3 		$5.41M Buy
95,189
+950
+1% +$58.1K 1.01% 28
2015
Q2 		$5.83M Buy
94,239
+291
+0.3% +$17.2K 1.07% 28
2015
Q1 		$5.15M Buy
93,948
+84,847
+932% +$4.55M 0.94% 37
2014
Q4 		$510K Buy
9,101
+410
+5% +$22K 0.19% 113
2014
Q3 		$469K Hold
8,691
– – 0.2% 102
2014
Q2 		$474K Buy
8,691
+865
+11% +$45.8K 0.2% 101
2014
Q1 		$391K Buy
7,826
+1,220
+18% +$60.7K 0.18% 106
2013
Q4 		$337K Buy
+6,606
New +$329K 0.2% 107

Other funds holding AIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SVA Wealth Management's AIG Position: Q3 2018 in Review

SVA Wealth Management sold out of American International (AIG) in Q3 2018, closing a stake of 5,000 shares — an estimated $265K sold.

SVA Wealth Management first reported a position in AIG in Q4 2013 and held it in 19 quarters. The position peaked at $5.9M in Q4 2015. 829 funds tracked by Wall St. Rank hold AIG as of Q3 2018.

  • SVA Wealth Management reported no remaining American International position as of Q3 2018 after selling out during the quarter.
  • SVA Wealth Management sold 5,000 American International shares in Q3 2018, an estimated $265K.
  • SVA Wealth Management first reported a position in American International in Q4 2013 and held it in 19 quarters.
  • SVA Wealth Management's American International position peaked at $5.9M in Q4 2015.
  • 829 funds tracked by Wall St. Rank held American International as of Q3 2018.

Based on SVA Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.