Commonwealth Equity Services
AFSI

Commonwealth Equity Services’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-132,713
Closed -$1.93M – 2900
2018
Q2 		$1.93M Sell
132,713
-7,267
-5% -$97.7K 0.01% 916
2018
Q1 		$1.72M Sell
139,980
-41,886
-23% -$525K 0.01% 953
2017
Q4 		$1.83M Sell
181,866
-11,916
-6% -$135K 0.01% 902
2017
Q3 		$2.61M Buy
193,782
+1,883
+1% +$26.5K 0.02% 672
2017
Q2 		$2.9M Buy
191,899
+108,903
+131% +$1.61M 0.02% 613
2017
Q1 		$1.53M Buy
82,996
+1,803
+2% +$43.9K 0.01% 892
2016
Q4 		$2.22M Buy
81,193
+70,836
+684% +$1.89M 0.02% 667
2016
Q3 		$278K Buy
10,357
+402
+4% +$10.3K ﹤0.01% 1766
2016
Q2 		$244K Buy
9,955
+1,107
+13% +$28.2K ﹤0.01% 1813
2016
Q1 		$229K Sell
8,848
-9,890
-53% -$263K ﹤0.01% 1822
2015
Q4 		$577K Sell
18,738
-32
-0.2% -$1.02K 0.01% 1203
2015
Q3 		$591K Buy
18,770
+1,566
+9% +$49.6K 0.01% 1162
2015
Q2 		$564K Buy
17,204
+5,900
+52% +$178K 0.01% 1264
2015
Q1 		$322K Buy
+11,304
New +$306K ﹤0.01% 1593
2014
Q4 		– Sell
-11,996
Closed -$239K – 2190
2014
Q3 		$239K Buy
11,996
+22
+0.2% +$465 ﹤0.01% 1713
2014
Q2 		$250K Buy
+11,974
New +$246K ﹤0.01% 1676

Other funds holding AFSI

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Commonwealth Equity Services's AFSI Position: Q3 2018 in Review

Commonwealth Equity Services sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2018, closing a stake of 132,713 shares — an estimated $1.93M sold.

Commonwealth Equity Services first reported a position in AFSI in Q2 2014 and held it in 16 quarters. The position peaked at $2.9M in Q2 2017. 150 funds tracked by Wall St. Rank hold AFSI as of Q3 2018.

  • Commonwealth Equity Services reported no remaining AmTrust Financial Services, Inc. position as of Q3 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 132,713 AmTrust Financial Services, Inc. shares in Q3 2018, an estimated $1.93M.
  • Commonwealth Equity Services first reported a position in AmTrust Financial Services, Inc. in Q2 2014 and held it in 16 quarters.
  • Commonwealth Equity Services's AmTrust Financial Services, Inc. position peaked at $2.9M in Q2 2017.
  • 150 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2018.

Based on Commonwealth Equity Services's 13F filing for Q3 2018, filed 6 Nov 2018.