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Welch Capital Partners’s American International AIG Stock Holding History

Welch Capital Partners’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
-107,196
Closed -$5.68M – 34
2018
Q2 		$5.68M Hold
107,196
– – 1.95% 16
2018
Q1 		$5.83M Hold
107,196
– – 2% 15
2017
Q4 		$6.39M Hold
107,196
– – 2.28% 16
2017
Q3 		$6.58M Sell
107,196
-4,822
-4% -$301K 2.22% 20
2017
Q2 		$7M Hold
112,018
– – 2.32% 19
2017
Q1 		$6.99M Sell
112,018
-5,464
-5% -$351K 2.31% 22
2016
Q4 		$7.67M Sell
117,482
-1,780
-1% -$112K 2.59% 20
2016
Q3 		$7.08M Sell
119,262
-95
-0.1% -$5.43K 2.31% 24
2016
Q2 		$6.31M Sell
119,357
-2,548
-2% -$141K 2.27% 24
2016
Q1 		$6.59M Sell
121,905
-26,420
-18% -$1.43M 2.41% 24
2015
Q4 		$9.19M Hold
148,325
– – 3.1% 20
2015
Q3 		$8.43M Sell
148,325
-69,623
-32% -$4.26M 2.87% 21
2015
Q2 		$13.5M Sell
217,948
-239
-0.1% -$14.1K 4.02% 12
2015
Q1 		$12M Sell
218,187
-11,809
-5% -$633K 3.88% 13
2014
Q4 		$12.9M Buy
229,996
+1,974
+0.9% +$106K 4.07% 10
2014
Q3 		$12.3M Sell
228,022
-104,518
-31% -$5.71M 4.05% 10
2014
Q2 		$18.1M Sell
332,540
-16,920
-5% -$896K 6.4% 1
2014
Q1 		$17.5M Buy
349,460
+45,830
+15% +$2.28M 6.22% 1
2013
Q4 		$15.5M Buy
303,630
+78,800
+35% +$3.93M 5.19% 3
2013
Q3 		$10.9M Buy
224,830
+30,000
+15% +$1.43M 3.74% 8
2013
Q2 		$8.71M Buy
+194,830
New +$8.36M 3.05% 19

Other funds holding AIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Welch Capital Partners's AIG Position: Q3 2018 in Review

Welch Capital Partners sold out of American International (AIG) in Q3 2018, closing a stake of 107,196 shares — an estimated $5.68M sold.

Welch Capital Partners first reported a position in AIG in Q2 2013 and held it in 21 quarters. The position peaked at $18.1M in Q2 2014. 829 funds tracked by Wall St. Rank hold AIG as of Q3 2018.

  • Welch Capital Partners reported no remaining American International position as of Q3 2018 after selling out during the quarter.
  • Welch Capital Partners sold 107,196 American International shares in Q3 2018, an estimated $5.68M.
  • Welch Capital Partners first reported a position in American International in Q2 2013 and held it in 21 quarters.
  • Welch Capital Partners's American International position peaked at $18.1M in Q2 2014.
  • 829 funds tracked by Wall St. Rank held American International as of Q3 2018.

Based on Welch Capital Partners's 13F filing for Q3 2018, filed 23 Oct 2018.