BDF
AFSI

Balasa Dinverno & Foltz’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Balasa Dinverno & Foltz’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
2015
Q2 		– Sell
-7,430
Closed -$212K – 216
2015
Q1 		$212K Buy
+7,430
New +$201K 0.03% 187

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Balasa Dinverno & Foltz's AFSI Position: Q2 2015 in Review

Balasa Dinverno & Foltz sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2015, closing a stake of 7,430 shares — an estimated $212K sold.

Balasa Dinverno & Foltz first reported a position in AFSI in Q1 2015 and held it in 1 quarter. The position peaked at $212K in Q1 2015. 241 funds tracked by Wall St. Rank hold AFSI as of Q2 2015.

  • Balasa Dinverno & Foltz reported no remaining AmTrust Financial Services, Inc. position as of Q2 2015 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 7,430 AmTrust Financial Services, Inc. shares in Q2 2015, an estimated $212K.
  • Balasa Dinverno & Foltz first reported a position in AmTrust Financial Services, Inc. in Q1 2015 and held it in 1 quarter.
  • Balasa Dinverno & Foltz's AmTrust Financial Services, Inc. position peaked at $212K in Q1 2015.
  • 241 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2015.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2015, filed 11 Aug 2015.