CCA
AFSI

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

Checchi Capital Advisers’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
Q3 		– Sell
-140
Closed -$3K – 1446
2016
Q2 		$3K Hold
140
– – ﹤0.01% 1491
2016
Q1 		$4K Buy
+140
New +$3.72K ﹤0.01% 1469

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Checchi Capital Advisers's AFSI Position: Q3 2016 in Review

Checchi Capital Advisers sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2016, closing a stake of 140 shares — an estimated $3K sold.

Checchi Capital Advisers first reported a position in AFSI in Q1 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2016. 229 funds tracked by Wall St. Rank hold AFSI as of Q3 2016.

  • Checchi Capital Advisers reported no remaining AmTrust Financial Services, Inc. position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 140 AmTrust Financial Services, Inc. shares in Q3 2016, an estimated $3K.
  • Checchi Capital Advisers first reported a position in AmTrust Financial Services, Inc. in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's AmTrust Financial Services, Inc. position peaked at $4K in Q1 2016.
  • 229 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.