EWM
AFSI

Evercore Wealth Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Evercore Wealth 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
-270
Closed -$5K – 1064
2017
Q1 		$5K Hold
270
– – ﹤0.01% 892
2016
Q4 		$7K Hold
270
– – ﹤0.01% 864
2016
Q3 		$7K Hold
270
– – ﹤0.01% 910
2016
Q2 		$7K Buy
+270
New +$6.88K ﹤0.01% 892

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

Evercore Wealth Management's AFSI Position: Q2 2017 in Review

Evercore Wealth Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2017, closing a stake of 270 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in AFSI in Q2 2016 and held it in 4 quarters. The position peaked at $7K in Q4 2016. 177 funds tracked by Wall St. Rank hold AFSI as of Q2 2017.

  • Evercore Wealth Management reported no remaining AmTrust Financial Services, Inc. position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 270 AmTrust Financial Services, Inc. shares in Q2 2017, an estimated $5K.
  • Evercore Wealth Management first reported a position in AmTrust Financial Services, Inc. in Q2 2016 and held it in 4 quarters.
  • Evercore Wealth Management's AmTrust Financial Services, Inc. position peaked at $7K in Q4 2016.
  • 177 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.