Walter & Keenan Wealth Management’s American International AIG Stock Holding History

Walter & Keenan 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	-6,171	Closed	-$317K	–	113
2019 Q4	$317K	Hold	6,171	–	–	0.12%	122
2019 Q3	$344K	Hold	6,171	–	–	0.13%	115
2019 Q2	$329K	Hold	6,171	–	–	0.14%	112
2019 Q1	$266K	Buy	6,171 +2,000	+48%	+$85.5K	0.12%	129
2018 Q4	$164K	Hold	4,171	–	–	0.07%	150
2018 Q3	$222K	Hold	4,171	–	–	0.07%	150
2018 Q2	$221K	Hold	4,171	–	–	0.1%	154
2018 Q1	$227K	Hold	4,171	–	–	0.1%	157
2017 Q4	$249K	Hold	4,171	–	–	0.1%	151
2017 Q3	$256K	Hold	4,171	–	–	0.12%	138
2017 Q2	$261K	Hold	4,171	–	–	0.13%	127
2017 Q1	$260K	Hold	4,171	–	–	0.13%	125
2016 Q4	$272K	Hold	4,171	–	–	0.14%	119
2016 Q3	$248K	Hold	4,171	–	–	0.14%	122
2016 Q2	$221K	Hold	4,171	–	–	0.12%	125
2016 Q1	$225K	Hold	4,171	–	–	0.13%	123
2015 Q4	$258K	Hold	4,171	–	–	0.15%	116
2015 Q3	$237K	Hold	4,171	–	–	0.15%	118
2015 Q2	$258K	Hold	4,171	–	–	0.15%	119
2015 Q1	$229K	Sell	4,171 -35	-0.8%	-$1.88K	0.13%	128
2014 Q4	$236K	Buy	4,206 +35	+0.8%	+$1.88K	0.13%	122
2014 Q3	$225K	Hold	4,171	–	–	0.13%	132
2014 Q2	$228K	Hold	4,171	–	–	0.12%	133
2014 Q1	$209K	Buy	+4,171	New	+$207K	0.11%	131

Other funds holding AIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Walter & Keenan Wealth Management's AIG Position: Q1 2020 in Review

Walter & Keenan Wealth Management sold out of American International (AIG) in Q1 2020, closing a stake of 6,171 shares — an estimated $317K sold.

Walter & Keenan Wealth Management first reported a position in AIG in Q1 2014 and held it in 24 quarters. The position peaked at $344K in Q3 2019. 711 funds tracked by Wall St. Rank hold AIG as of Q1 2020.

Walter & Keenan Wealth Management reported no remaining American International position as of Q1 2020 after selling out during the quarter.
Walter & Keenan Wealth Management sold 6,171 American International shares in Q1 2020, an estimated $317K.
Walter & Keenan Wealth Management first reported a position in American International in Q1 2014 and held it in 24 quarters.
Walter & Keenan Wealth Management's American International position peaked at $344K in Q3 2019.
711 funds tracked by Wall St. Rank held American International as of Q1 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2020, filed 14 Apr 2020.