GWS
AFSI

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

Glassman Wealth 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
2018
Q4 		– Sell
-21
Closed – – 1088
2018
Q3 		$0 Hold
21
– – ﹤0.01% 1037
2018
Q2 		$0 Hold
21
– – ﹤0.01% 1038
2018
Q1 		$0 Buy
+21
New +$263 ﹤0.01% 1023
2017
Q2 		– Sell
-1,056
Closed -$19K – 705
2017
Q1 		$19K Hold
1,056
– – 0.01% 266
2016
Q4 		$29K Hold
1,056
– – 0.02% 220
2016
Q3 		$28K Buy
1,056
+330
+45% +$8.47K 0.02% 193
2016
Q2 		$18K Hold
726
– – 0.02% 235
2016
Q1 		$19K Hold
726
– – 0.02% 229
2015
Q4 		$22K Hold
726
– – 0.02% 218
2015
Q3 		$23K Hold
726
– – 0.02% 205
2015
Q2 		$24K Hold
726
– – 0.02% 213
2015
Q1 		$21K Hold
726
– – 0.02% 226
2014
Q4 		$20K Buy
+726
New +$18.3K 0.01% 245

Glassman Wealth Services's AFSI Position: Q4 2018 in Review

Glassman Wealth Services sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2018, closing a stake of 21 shares.

Glassman Wealth Services first reported a position in AFSI in Q4 2014 and held it in 13 quarters. The position peaked at $29K in Q4 2016. 1 fund tracked by Wall St. Rank holds AFSI as of Q4 2018.

  • Glassman Wealth Services reported no remaining AmTrust Financial Services, Inc. position as of Q4 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 21 AmTrust Financial Services, Inc. shares in Q4 2018.
  • Glassman Wealth Services first reported a position in AmTrust Financial Services, Inc. in Q4 2014 and held it in 13 quarters.
  • Glassman Wealth Services's AmTrust Financial Services, Inc. position peaked at $29K in Q4 2016.
  • 1 fund tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2018.

Based on Glassman Wealth Services's 13F filing for Q4 2018, filed 6 Feb 2019.