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AFSI

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

Apriem 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
Q1 		– Sell
-24
Closed -$1K – 643
2015
Q4 		$1K Buy
+24
New +$768 ﹤0.01% 535

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Apriem Advisors's AFSI Position: Q1 2016 in Review

Apriem Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2016, closing a stake of 24 shares — an estimated $1K sold.

Apriem Advisors first reported a position in AFSI in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 245 funds tracked by Wall St. Rank hold AFSI as of Q1 2016.

  • Apriem Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q1 2016 after selling out during the quarter.
  • Apriem Advisors sold 24 AmTrust Financial Services, Inc. shares in Q1 2016, an estimated $1K.
  • Apriem Advisors first reported a position in AmTrust Financial Services, Inc. in Q4 2015 and held it in 1 quarter.
  • Apriem Advisors's AmTrust Financial Services, Inc. position peaked at $1K in Q4 2015.
  • 245 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2016.

Based on Apriem Advisors's 13F filing for Q1 2016, filed 13 May 2016.