DADC
AFSI

D.A. Davidson & Co’s AmTrust Financial Services, Inc. AFSI Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-400
Closed -$6K – 2275
2017
Q2 		$6K Hold
400
– – ﹤0.01% 2189
2017
Q1 		$7K Sell
400
-24,425
-98% -$595K ﹤0.01% 2123
2016
Q4 		$679K Buy
+24,825
New +$661K 0.02% 567
2016
Q3 		– Sell
-24,943
Closed -$611K – 2529
2016
Q2 		$611K Buy
24,943
+3,373
+16% +$85.9K 0.02% 495
2016
Q1 		$558K Buy
+21,570
New +$573K 0.02% 501
2015
Q3 		– Sell
-1,482
Closed -$48K – 2329
2015
Q2 		$48K Sell
1,482
-992
-40% -$29.9K ﹤0.01% 1451
2015
Q1 		$69K Sell
2,474
-4
-0.2% -$108 ﹤0.01% 1292
2014
Q4 		$69K Sell
2,478
-1,556
-39% -$39.1K ﹤0.01% 1305
2014
Q3 		$80K Sell
4,034
-930
-19% -$19.7K ﹤0.01% 1221
2014
Q2 		$103K Sell
4,964
-304
-6% -$6.24K ﹤0.01% 1130
2014
Q1 		$99K Hold
5,268
– – ﹤0.01% 1146
2013
Q4 		$86K Buy
+5,268
New +$99.7K ﹤0.01% 1127

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return