Aviance Capital Partners’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Aviance Capital 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
2016 Q4	–	Sell	-21,466	Closed	-$576K	–	219
2016 Q3	$576K	Sell	21,466 -1,953	-8%	-$50.1K	0.2%	120
2016 Q2	$574K	Sell	23,419 -30	-0.1%	-$764	0.21%	116
2016 Q1	$607K	Sell	23,449 -23,115	-50%	-$614K	0.21%	116
2015 Q4	$1.43M	Buy	46,564 +1,176	+3%	+$37.6K	0.49%	54
2015 Q3	$1.43M	Buy	+45,388	New	+$1.44M	0.59%	49

Other funds holding AFSI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Aviance Capital Partners's AFSI Position: Q4 2016 in Review

Aviance Capital Partners sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2016, closing a stake of 21,466 shares — an estimated $576K sold.

Aviance Capital Partners first reported a position in AFSI in Q3 2015 and held it in 5 quarters. The position peaked at $1.43M in Q4 2015. 230 funds tracked by Wall St. Rank hold AFSI as of Q4 2016.

Aviance Capital Partners reported no remaining AmTrust Financial Services, Inc. position as of Q4 2016 after selling out during the quarter.
Aviance Capital Partners sold 21,466 AmTrust Financial Services, Inc. shares in Q4 2016, an estimated $576K.
Aviance Capital Partners first reported a position in AmTrust Financial Services, Inc. in Q3 2015 and held it in 5 quarters.
Aviance Capital Partners's AmTrust Financial Services, Inc. position peaked at $1.43M in Q4 2015.
230 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2016.

Based on Aviance Capital Partners's 13F filing for Q4 2016, filed 17 Jan 2017.