Empire Life Investments’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Empire Life Investments’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
2018 Q1	–	Sell	-33,468	Closed	-$337K	–	112
2017 Q4	$337K	Buy	33,468 +7,962	+31%	+$90.2K	0.03%	98
2017 Q3	$343K	Buy	25,506 +9,209	+57%	+$130K	0.03%	99
2017 Q2	$246K	Hold	16,297	–	–	0.02%	99
2017 Q1	$300K	Buy	16,297 +723	+5%	+$17.6K	0.03%	98
2016 Q4	$337K	Buy	+15,574	New	+$414K	0.03%	89

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OAM

Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empire Life Investments's AFSI Position: Q1 2018 in Review

Empire Life Investments sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2018, closing a stake of 33,468 shares — an estimated $337K sold.

Empire Life Investments first reported a position in AFSI in Q4 2016 and held it in 5 quarters. The position peaked at $343K in Q3 2017. 159 funds tracked by Wall St. Rank hold AFSI as of Q1 2018.

Empire Life Investments reported no remaining AmTrust Financial Services, Inc. position as of Q1 2018 after selling out during the quarter.
Empire Life Investments sold 33,468 AmTrust Financial Services, Inc. shares in Q1 2018, an estimated $337K.
Empire Life Investments first reported a position in AmTrust Financial Services, Inc. in Q4 2016 and held it in 5 quarters.
Empire Life Investments's AmTrust Financial Services, Inc. position peaked at $343K in Q3 2017.
159 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2018.

Based on Empire Life Investments's 13F filing for Q1 2018, filed 15 May 2018.