AIA
AFSI

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

Affinity Investment Advisors’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
2016
Q4 		– Sell
-140,880
Closed -$3.78M – 163
2016
Q3 		$3.78M Sell
140,880
-56,049
-28% -$1.44M 0.32% 98
2016
Q2 		$4.83M Buy
196,929
+90,178
+84% +$2.3M 0.36% 92
2016
Q1 		$2.76M Buy
+106,751
New +$2.84M 0.24% 87

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Affinity Investment Advisors's AFSI Position: Q4 2016 in Review

Affinity Investment Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2016, closing a stake of 140,880 shares — an estimated $3.78M sold.

Affinity Investment Advisors first reported a position in AFSI in Q1 2016 and held it in 3 quarters. The position peaked at $4.83M in Q2 2016. 230 funds tracked by Wall St. Rank hold AFSI as of Q4 2016.

  • Affinity Investment Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q4 2016 after selling out during the quarter.
  • Affinity Investment Advisors sold 140,880 AmTrust Financial Services, Inc. shares in Q4 2016, an estimated $3.78M.
  • Affinity Investment Advisors first reported a position in AmTrust Financial Services, Inc. in Q1 2016 and held it in 3 quarters.
  • Affinity Investment Advisors's AmTrust Financial Services, Inc. position peaked at $4.83M in Q2 2016.
  • 230 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2016.

Based on Affinity Investment Advisors's 13F filing for Q4 2016, filed 7 Feb 2017.