Dynamic Advisor Solutions’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Dynamic Advisor Solutions’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	-7,902	Closed	-$259K	–	217
2015 Q2	$259K	Sell	7,902 -5,766	-42%	-$174K	0.15%	135
2015 Q1	$389K	Sell	13,668 -8,394	-38%	-$227K	0.2%	135
2014 Q4	$620K	Buy	+22,062	New	+$555K	0.33%	87

Other funds holding AFSI

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIR

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

Dynamic Advisor Solutions's AFSI Position: Q3 2015 in Review

Dynamic Advisor Solutions sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2015, closing a stake of 7,902 shares — an estimated $259K sold.

Dynamic Advisor Solutions first reported a position in AFSI in Q4 2014 and held it in 3 quarters. The position peaked at $620K in Q4 2014. 245 funds tracked by Wall St. Rank hold AFSI as of Q3 2015.

Dynamic Advisor Solutions reported no remaining AmTrust Financial Services, Inc. position as of Q3 2015 after selling out during the quarter.
Dynamic Advisor Solutions sold 7,902 AmTrust Financial Services, Inc. shares in Q3 2015, an estimated $259K.
Dynamic Advisor Solutions first reported a position in AmTrust Financial Services, Inc. in Q4 2014 and held it in 3 quarters.
Dynamic Advisor Solutions's AmTrust Financial Services, Inc. position peaked at $620K in Q4 2014.
245 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2015.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2015, filed 23 Oct 2015.