WAM
AFW.CL

Weatherly Asset Management’s American Financial Group Inc AFW.CL Stock Holding History

Weatherly Asset Management’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
2014
Q3 		– Sell
-7,350
Closed -$190K – 209
2014
Q2 		$190K Sell
7,350
-2,150
-23% -$55.1K 0.08% 148
2014
Q1 		$241K Sell
9,500
-300
-3% -$7.5K 0.11% 123
2013
Q4 		$232K Hold
9,800
– – 0.11% 131
2013
Q3 		$233K Hold
9,800
– – 0.12% 129
2013
Q2 		$251K Buy
+9,800
New +$258K 0.14% 111

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