CMBA
AFSI

C.M. Bidwell & Associates’s AmTrust Financial Services, Inc. AFSI Stock Holding History

C.M. Bidwell & Associates’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
Q4 		– Sell
-6,280
Closed -$198K – 299
2015
Q3 		$198K Buy
+6,280
New +$199K 0.05% 155
2015
Q2 		– Sell
-6,500
Closed -$185K – 274
2015
Q1 		$185K Sell
6,500
-3,140
-33% -$84.9K 0.04% 165
2014
Q4 		$271K Sell
9,640
-280
-3% -$7.04K 0.06% 134
2014
Q3 		$198K Sell
9,920
-10,620
-52% -$225K 0.05% 150
2014
Q2 		$429K Buy
20,540
+10,420
+103% +$214K 0.1% 98
2014
Q1 		$190K Buy
+10,120
New +$177K 0.05% 151
2013
Q4 		– Sell
-20,868
Closed -$407K – 268
2013
Q3 		$407K Buy
+20,868
New +$388K 0.11% 101

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return