ACI
AFSI

Alpha Cubed Investments’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Alpha Cubed Investments’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
2018
Q3 		– Sell
-13,200
Closed -$192K – 331
2018
Q2 		$192K Hold
13,200
– – 0.02% 214
2018
Q1 		$162K Hold
13,200
– – 0.02% 214
2017
Q4 		$133K Hold
13,200
– – 0.02% 235
2017
Q3 		$178K Hold
13,200
– – 0.03% 215
2017
Q2 		$200K Buy
+13,200
New +$195K 0.03% 197

Other funds holding AFSI

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alpha Cubed Investments's AFSI Position: Q3 2018 in Review

Alpha Cubed Investments sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2018, closing a stake of 13,200 shares — an estimated $192K sold.

Alpha Cubed Investments first reported a position in AFSI in Q2 2017 and held it in 5 quarters. The position peaked at $200K in Q2 2017. 150 funds tracked by Wall St. Rank hold AFSI as of Q3 2018.

  • Alpha Cubed Investments reported no remaining AmTrust Financial Services, Inc. position as of Q3 2018 after selling out during the quarter.
  • Alpha Cubed Investments sold 13,200 AmTrust Financial Services, Inc. shares in Q3 2018, an estimated $192K.
  • Alpha Cubed Investments first reported a position in AmTrust Financial Services, Inc. in Q2 2017 and held it in 5 quarters.
  • Alpha Cubed Investments's AmTrust Financial Services, Inc. position peaked at $200K in Q2 2017.
  • 150 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2018.

Based on Alpha Cubed Investments's 13F filing for Q3 2018, filed 25 Oct 2018.