B. Riley Wealth Advisors’s AmTrust Financial Services, Inc. AFSI Stock Holding History

B. Riley Wealth 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	-8,964	Closed	-$276K	–	632
2015 Q4	$276K	Buy	8,964 +66	+0.7%	+$2.11K	0.06%	389
2015 Q3	$281K	Buy	8,898 +2,358	+36%	+$74.7K	0.07%	374
2015 Q2	$215K	Buy	+6,540	New	+$197K	0.05%	431
2015 Q1	–	Sell	-652	Closed	-$18	–	2366
2014 Q4	$18	Buy	+652	New	+$16.4K	﹤0.01%	2608
2014 Q3	–	Sell	-406	Closed	-$8.47K	–	2206
2014 Q2	$8.47K	Buy	+406	New	+$8.33K	﹤0.01%	1857

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

B. Riley Wealth Advisors's AFSI Position: Q1 2016 in Review

B. Riley Wealth Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2016, closing a stake of 8,964 shares — an estimated $276K sold.

B. Riley Wealth Advisors first reported a position in AFSI in Q2 2014 and held it in 5 quarters. The position peaked at $281K in Q3 2015. 245 funds tracked by Wall St. Rank hold AFSI as of Q1 2016.

B. Riley Wealth Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q1 2016 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,964 AmTrust Financial Services, Inc. shares in Q1 2016, an estimated $276K.
B. Riley Wealth Advisors first reported a position in AmTrust Financial Services, Inc. in Q2 2014 and held it in 5 quarters.
B. Riley Wealth Advisors's AmTrust Financial Services, Inc. position peaked at $281K in Q3 2015.
245 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2016, filed 16 May 2016.