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

Constellation Wealth 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
2015 Q3	–	Sell	-68,444	Closed	-$2.24M	–	160
2015 Q2	$2.24M	Buy	68,444 +7,338	+12%	+$221K	0.19%	81
2015 Q1	$1.74M	Buy	61,106 +17,148	+39%	+$464K	0.15%	95
2014 Q4	$1.24M	Buy	43,958 +11,344	+35%	+$285K	0.1%	96
2014 Q3	$649K	Buy	+32,614	New	+$690K	0.06%	125

Other funds holding AFSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Constellation Wealth Advisors's AFSI Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2015, closing a stake of 68,444 shares — an estimated $2.24M sold.

Constellation Wealth Advisors first reported a position in AFSI in Q3 2014 and held it in 4 quarters. The position peaked at $2.24M in Q2 2015. 245 funds tracked by Wall St. Rank hold AFSI as of Q3 2015.

Constellation Wealth Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q3 2015 after selling out during the quarter.
Constellation Wealth Advisors sold 68,444 AmTrust Financial Services, Inc. shares in Q3 2015, an estimated $2.24M.
Constellation Wealth Advisors first reported a position in AmTrust Financial Services, Inc. in Q3 2014 and held it in 4 quarters.
Constellation Wealth Advisors's AmTrust Financial Services, Inc. position peaked at $2.24M in Q2 2015.
245 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.