AP
AFSI

Advisors Preferred’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Advisors Preferred’s Portfolio AFSI Stock Details AFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-712
Closed -$20K – 373
2014
Q4 		$20K Buy
+712
New +$17.9K 0.01% 244

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advisors Preferred's AFSI Position: Q1 2015 in Review

Advisors Preferred sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2015, closing a stake of 712 shares — an estimated $20K sold.

Advisors Preferred first reported a position in AFSI in Q4 2014 and held it in 1 quarter. The position peaked at $20K in Q4 2014. 239 funds tracked by Wall St. Rank hold AFSI as of Q1 2015.

  • Advisors Preferred reported no remaining AmTrust Financial Services, Inc. position as of Q1 2015 after selling out during the quarter.
  • Advisors Preferred sold 712 AmTrust Financial Services, Inc. shares in Q1 2015, an estimated $20K.
  • Advisors Preferred first reported a position in AmTrust Financial Services, Inc. in Q4 2014 and held it in 1 quarter.
  • Advisors Preferred's AmTrust Financial Services, Inc. position peaked at $20K in Q4 2014.
  • 239 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2015.

Based on Advisors Preferred's 13F filing for Q1 2015, filed 6 May 2015.