Assured Investment Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Assured Investment Management’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
2017 Q3	–	Sell	-18,234	Closed	-$276K	–	733
2017 Q2	$276K	Buy	18,234 +2,264	+14%	+$33.4K	0.01%	504
2017 Q1	$295K	Buy	+15,970	New	+$389K	0.01%	492
2016 Q4	–	Sell	-7,445	Closed	-$200K	–	728
2016 Q3	$200K	Sell	7,445 -24,275	-77%	-$623K	﹤0.01%	514
2016 Q2	$777K	Buy	+31,720	New	+$808K	0.02%	319
2015 Q4	–	Sell	-16,996	Closed	-$535K	–	767
2015 Q3	$535K	Buy	16,996 +12,548	+282%	+$398K	0.01%	346
2015 Q2	$146K	Buy	+4,448	New	+$134K	﹤0.01%	536

Other funds holding AFSI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DIA

Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Assured Investment Management's AFSI Position: Q3 2017 in Review

Assured Investment Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2017, closing a stake of 18,234 shares — an estimated $276K sold.

Assured Investment Management first reported a position in AFSI in Q2 2015 and held it in 6 quarters. The position peaked at $777K in Q2 2016. 160 funds tracked by Wall St. Rank hold AFSI as of Q3 2017.

Assured Investment Management reported no remaining AmTrust Financial Services, Inc. position as of Q3 2017 after selling out during the quarter.
Assured Investment Management sold 18,234 AmTrust Financial Services, Inc. shares in Q3 2017, an estimated $276K.
Assured Investment Management first reported a position in AmTrust Financial Services, Inc. in Q2 2015 and held it in 6 quarters.
Assured Investment Management's AmTrust Financial Services, Inc. position peaked at $777K in Q2 2016.
160 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2017.

Based on Assured Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.