CAPTRUST Financial Advisors
AFSI

CAPTRUST Financial Advisors’s AmTrust Financial Services, Inc. AFSI Stock Holding History

CAPTRUST Financial 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
2018
Q4 		– Sell
-374
Closed -$5K – 1735
2018
Q3 		$5K Sell
374
-538
-59% -$7.83K ﹤0.01% 1374
2018
Q2 		$13K Buy
912
+33
+4% +$444 ﹤0.01% 1100
2018
Q1 		$11K Buy
+879
New +$11K ﹤0.01% 1017

CAPTRUST Financial Advisors's AFSI Position: Q4 2018 in Review

CAPTRUST Financial Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2018, closing a stake of 374 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in AFSI in Q1 2018 and held it in 3 quarters. The position peaked at $13K in Q2 2018. 1 fund tracked by Wall St. Rank holds AFSI as of Q4 2018.

  • CAPTRUST Financial Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q4 2018 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 374 AmTrust Financial Services, Inc. shares in Q4 2018, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in AmTrust Financial Services, Inc. in Q1 2018 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's AmTrust Financial Services, Inc. position peaked at $13K in Q2 2018.
  • 1 fund tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.