BC
AFSI

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

Brinker Capital’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
Q4 		– Sell
-13,475
Closed -$182K – 1017
2017
Q3 		$182K Sell
13,475
-8,499
-39% -$120K 0.01% 923
2017
Q2 		$333K Buy
21,974
+2,320
+12% +$34.3K 0.02% 593
2017
Q1 		$363K Buy
19,654
+5,913
+43% +$144K 0.02% 715
2016
Q4 		$379K Buy
13,741
+4,051
+42% +$108K 0.02% 513
2016
Q3 		$260K Buy
+9,690
New +$249K 0.03% 262

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brinker Capital's AFSI Position: Q4 2017 in Review

Brinker Capital sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2017, closing a stake of 13,475 shares — an estimated $182K sold.

Brinker Capital first reported a position in AFSI in Q3 2016 and held it in 5 quarters. The position peaked at $379K in Q4 2016. 154 funds tracked by Wall St. Rank hold AFSI as of Q4 2017.

  • Brinker Capital reported no remaining AmTrust Financial Services, Inc. position as of Q4 2017 after selling out during the quarter.
  • Brinker Capital sold 13,475 AmTrust Financial Services, Inc. shares in Q4 2017, an estimated $182K.
  • Brinker Capital first reported a position in AmTrust Financial Services, Inc. in Q3 2016 and held it in 5 quarters.
  • Brinker Capital's AmTrust Financial Services, Inc. position peaked at $379K in Q4 2016.
  • 154 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2017.

Based on Brinker Capital's 13F filing for Q4 2017, filed 14 Feb 2018.