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 $1.26T 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

FDx Advisors's AFSI Position: Q3 2017 in Review

FDx Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2017, closing a stake of 16,357 shares — an estimated $248K sold.

FDx Advisors first reported a position in AFSI in Q1 2014 and held it in 14 quarters. The position peaked at $881K in Q3 2015. 160 funds tracked by Wall St. Rank hold AFSI as of Q3 2017.

  • FDx Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q3 2017 after selling out during the quarter.
  • FDx Advisors sold 16,357 AmTrust Financial Services, Inc. shares in Q3 2017, an estimated $248K.
  • FDx Advisors first reported a position in AmTrust Financial Services, Inc. in Q1 2014 and held it in 14 quarters.
  • FDx Advisors's AmTrust Financial Services, Inc. position peaked at $881K in Q3 2015.
  • 160 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2017.

Based on FDx Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.