DAM
AFSI

Delta Asset Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Delta Asset 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
Q4 		– Sell
-80
Closed -$1K – 708
2017
Q3 		$1K Hold
80
– – ﹤0.01% 665
2017
Q2 		$1K Hold
80
– – ﹤0.01% 591
2017
Q1 		$1K Hold
80
– – ﹤0.01% 615
2016
Q4 		$2K Hold
80
– – ﹤0.01% 571
2016
Q3 		$2K Hold
80
– – ﹤0.01% 560
2016
Q2 		$2K Hold
80
– – ﹤0.01% 557
2016
Q1 		$2K Hold
80
– – ﹤0.01% 559
2015
Q4 		$2K Hold
80
– – ﹤0.01% 589
2015
Q3 		$3K Buy
+80
New +$2.54K ﹤0.01% 561

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Delta Asset Management's AFSI Position: Q4 2017 in Review

Delta Asset Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2017, closing a stake of 80 shares — an estimated $1K sold.

Delta Asset Management first reported a position in AFSI in Q3 2015 and held it in 9 quarters. The position peaked at $3K in Q3 2015. 154 funds tracked by Wall St. Rank hold AFSI as of Q4 2017.

  • Delta Asset Management reported no remaining AmTrust Financial Services, Inc. position as of Q4 2017 after selling out during the quarter.
  • Delta Asset Management sold 80 AmTrust Financial Services, Inc. shares in Q4 2017, an estimated $1K.
  • Delta Asset Management first reported a position in AmTrust Financial Services, Inc. in Q3 2015 and held it in 9 quarters.
  • Delta Asset Management's AmTrust Financial Services, Inc. position peaked at $3K in Q3 2015.
  • 154 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2017.

Based on Delta Asset Management's 13F filing for Q4 2017, filed 23 Jan 2018.