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Walled Lake Planning & Wealth Management’s American International AIG Stock Holding History

Walled Lake Planning & 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
2020
Q1 		– Sell
-1
Closed – – 321
2019
Q4 		$0 Buy
+1
New +$53 ﹤0.01% 272

Other funds holding AIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Walled Lake Planning & Wealth Management's AIG Position: Q1 2020 in Review

Walled Lake Planning & Wealth Management sold out of American International (AIG) in Q1 2020, closing a stake of 1 share.

Walled Lake Planning & Wealth Management first reported a position in AIG in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 711 funds tracked by Wall St. Rank hold AIG as of Q1 2020.

  • Walled Lake Planning & Wealth Management reported no remaining American International position as of Q1 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 1 American International share in Q1 2020.
  • Walled Lake Planning & Wealth Management first reported a position in American International in Q4 2019 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's American International position peaked at $0 in Q4 2019.
  • 711 funds tracked by Wall St. Rank held American International as of Q1 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.