FA
AFSI

FDx Advisors’s AmTrust Financial Services, Inc. AFSI Stock Holding History

FDx Advisors’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
-16,357
Closed -$248K – 1320
2017
Q2 		$248K Sell
16,357
-1,900
-10% -$28.1K 0.01% 1059
2017
Q1 		$337K Sell
18,257
-243
-1% -$5.92K 0.01% 939
2016
Q4 		$507K Sell
18,500
-3,699
-17% -$98.4K 0.01% 763
2016
Q3 		$596K Sell
22,199
-1,876
-8% -$48.2K 0.02% 561
2016
Q2 		$590K Sell
24,075
-4,064
-14% -$104K 0.03% 540
2016
Q1 		$728K Buy
28,139
+155
+0.6% +$4.12K 0.03% 470
2015
Q4 		$862K Buy
27,984
+18
+0.1% +$576 0.04% 394
2015
Q3 		$881K Buy
27,966
+1,388
+5% +$44K 0.08% 281
2015
Q2 		$871K Buy
26,578
+578
+2% +$17.4K 0.04% 377
2015
Q1 		$739K Sell
26,000
-1,724
-6% -$46.6K 0.02% 735
2014
Q4 		$780K Buy
27,724
+2,142
+8% +$53.9K 0.05% 394
2014
Q3 		$509K Buy
25,582
+618
+2% +$13.1K 0.03% 579
2014
Q2 		$522K Sell
24,964
-2,696
-10% -$55.3K 0.03% 565
2014
Q1 		$520K Buy
+27,660
New +$485K 0.04% 437

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