CCM
AFSI

CrestPoint Capital Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

CrestPoint Capital Management’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
2017
Q2 		– Sell
-51,600
Closed -$953K – 244
2017
Q1 		$953K Buy
51,600
+600
+1% +$14.6K 0.46% 72
2016
Q4 		$1.4M Buy
51,000
+4,100
+9% +$109K 0.7% 39
2016
Q3 		$1.26M Buy
+46,900
New +$1.2M 0.64% 44

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CrestPoint Capital Management's AFSI Position: Q2 2017 in Review

CrestPoint Capital Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2017, closing a stake of 51,600 shares — an estimated $953K sold.

CrestPoint Capital Management first reported a position in AFSI in Q3 2016 and held it in 3 quarters. The position peaked at $1.4M in Q4 2016. 177 funds tracked by Wall St. Rank hold AFSI as of Q2 2017.

  • CrestPoint Capital Management reported no remaining AmTrust Financial Services, Inc. position as of Q2 2017 after selling out during the quarter.
  • CrestPoint Capital Management sold 51,600 AmTrust Financial Services, Inc. shares in Q2 2017, an estimated $953K.
  • CrestPoint Capital Management first reported a position in AmTrust Financial Services, Inc. in Q3 2016 and held it in 3 quarters.
  • CrestPoint Capital Management's AmTrust Financial Services, Inc. position peaked at $1.4M in Q4 2016.
  • 177 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2017.

Based on CrestPoint Capital Management's 13F filing for Q2 2017, filed 17 Jul 2017.