First Allied Advisory Services’s AmTrust Financial Services, Inc. AFSI Stock Holding History

First Allied Advisory Services’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 Q1	–	Sell	-18,030	Closed	-$494K	–	1196
2016 Q4	$494K	Buy	18,030 +974	+6%	+$25.9K	0.03%	591
2016 Q3	$458K	Sell	17,056 -402	-2%	-$10.3K	0.02%	597
2016 Q2	$418K	Sell	17,458 -312	-2%	-$7.95K	0.02%	612
2016 Q1	$458K	Sell	17,770 -2,070	-10%	-$55K	0.03%	578
2015 Q4	$612K	Sell	19,840 -1,388	-7%	-$44.4K	0.03%	508
2015 Q3	$669K	Sell	21,228 -2,188	-9%	-$69.3K	0.04%	468
2015 Q2	$769K	Buy	+23,416	New	+$707K	0.03%	467

Other funds holding AFSI

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

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

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

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Allied Advisory Services's AFSI Position: Q1 2017 in Review

First Allied Advisory Services sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2017, closing a stake of 18,030 shares — an estimated $494K sold.

First Allied Advisory Services first reported a position in AFSI in Q2 2015 and held it in 7 quarters. The position peaked at $769K in Q2 2015. 228 funds tracked by Wall St. Rank hold AFSI as of Q1 2017.

First Allied Advisory Services reported no remaining AmTrust Financial Services, Inc. position as of Q1 2017 after selling out during the quarter.
First Allied Advisory Services sold 18,030 AmTrust Financial Services, Inc. shares in Q1 2017, an estimated $494K.
First Allied Advisory Services first reported a position in AmTrust Financial Services, Inc. in Q2 2015 and held it in 7 quarters.
First Allied Advisory Services's AmTrust Financial Services, Inc. position peaked at $769K in Q2 2015.
228 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2017.

Based on First Allied Advisory Services's 13F filing for Q1 2017, filed 15 May 2017.