GWM
AFSI

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

Gupta 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
2016
Q1 		$11K Hold
410
– – ﹤0.01% 850
2015
Q4 		$13K Hold
410
– – ﹤0.01% 827
2015
Q3 		$13K Hold
410
– – ﹤0.01% 857
2015
Q2 		$13K Buy
+410
New +$12.4K ﹤0.01% 850

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Gupta Wealth Management's AFSI Position: Q1 2016 in Review

Gupta Wealth Management held its AmTrust Financial Services, Inc. (AFSI) position steady in Q1 2016 at 410 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Gupta Wealth Management first reported a position in AFSI in Q2 2015 and has held it in 4 quarters since. The position peaked at $13K in Q4 2015. 245 funds tracked by Wall St. Rank hold AFSI as of Q1 2016.

  • Gupta Wealth Management held 410 shares of AmTrust Financial Services, Inc. worth $11K as of Q1 2016.
  • Gupta Wealth Management left its AmTrust Financial Services, Inc. share count unchanged in Q1 2016.
  • AmTrust Financial Services, Inc. made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #850 holding.
  • Gupta Wealth Management first reported a position in AmTrust Financial Services, Inc. in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's AmTrust Financial Services, Inc. position peaked at $13K in Q4 2015.
  • 245 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.