APP
AFSI

Avantax Planning Partners’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-60
Closed -$1K – 1811
2018
Q1 		$1K Buy
+60
New +$752 ﹤0.01% 1806

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Avantax Planning Partners's AFSI Position: Q2 2018 in Review

Avantax Planning Partners sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2018, closing a stake of 60 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in AFSI in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 155 funds tracked by Wall St. Rank hold AFSI as of Q2 2018.

  • Avantax Planning Partners reported no remaining AmTrust Financial Services, Inc. position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 60 AmTrust Financial Services, Inc. shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in AmTrust Financial Services, Inc. in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's AmTrust Financial Services, Inc. position peaked at $1K in Q1 2018.
  • 155 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.