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Wright Investors Service’s American Financial Group AFG Stock Holding History

Wright Investors Service’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,640
Closed -$521K – 143
2018
Q1 		$521K Sell
4,640
-161
-3% -$18K 0.18% 130
2017
Q4 		$521K Sell
4,801
-289
-6% -$30.3K 0.17% 138
2017
Q3 		$527K Sell
5,090
-770
-13% -$78.3K 0.19% 129
2017
Q2 		$582K Buy
5,860
+110
+2% +$10.8K 0.22% 130
2017
Q1 		$549K Sell
5,750
-1,097
-16% -$101K 0.22% 134
2016
Q4 		$603K Sell
6,847
-1,020
-13% -$81.8K 0.26% 125
2016
Q3 		$590K Sell
7,867
-445
-5% -$32.8K 0.25% 128
2016
Q2 		$615K Sell
8,312
-1,030
-11% -$73K 0.25% 128
2016
Q1 		$657K Buy
9,342
+263
+3% +$18K 0.26% 124
2015
Q4 		$654K Buy
9,079
+1,025
+13% +$73.8K 0.24% 144
2015
Q3 		$555K Buy
8,054
+1,050
+15% +$72.6K 0.25% 124
2015
Q2 		$456K Hold
7,004
– – 0.22% 137
2015
Q1 		$449K Sell
7,004
-170
-2% -$10.5K 0.22% 141
2014
Q4 		$436K Sell
7,174
-310
-4% -$18.4K 0.21% 150
2014
Q3 		$433K Sell
7,484
-725
-9% -$42.4K 0.21% 132
2014
Q2 		$489K Hold
8,209
– – 0.22% 140
2014
Q1 		$474K Buy
8,209
+365
+5% +$20.6K 0.21% 146
2013
Q4 		$453K Sell
7,844
-485
-6% -$27.2K 0.2% 148
2013
Q3 		$450K Sell
8,329
-439
-5% -$22.9K 0.2% 153
2013
Q2 		$429K Buy
+8,768
New +$423K 0.2% 145

Other funds holding AFG

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
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wright Investors Service's AFG Position: Q2 2018 in Review

Wright Investors Service sold out of American Financial Group (AFG) in Q2 2018, closing a stake of 4,640 shares — an estimated $521K sold.

Wright Investors Service first reported a position in AFG in Q2 2013 and held it in 20 quarters. The position peaked at $657K in Q1 2016. 390 funds tracked by Wall St. Rank hold AFG as of Q2 2018.

  • Wright Investors Service reported no remaining American Financial Group position as of Q2 2018 after selling out during the quarter.
  • Wright Investors Service sold 4,640 American Financial Group shares in Q2 2018, an estimated $521K.
  • Wright Investors Service first reported a position in American Financial Group in Q2 2013 and held it in 20 quarters.
  • Wright Investors Service's American Financial Group position peaked at $657K in Q1 2016.
  • 390 funds tracked by Wall St. Rank held American Financial Group as of Q2 2018.

Based on Wright Investors Service's 13F filing for Q2 2018, filed 2 Aug 2018.