HR
AFSI

Howe & Rusling’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Howe & Rusling’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
2015
Q4 		– Sell
-136
Closed -$4K – 1113
2015
Q3 		$4K Hold
136
– – ﹤0.01% 706
2015
Q2 		$4K Buy
+136
New +$4.1K ﹤0.01% 736

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 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
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Howe & Rusling's AFSI Position: Q4 2015 in Review

Howe & Rusling sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2015, closing a stake of 136 shares — an estimated $4K sold.

Howe & Rusling first reported a position in AFSI in Q2 2015 and held it in 2 quarters. The position peaked at $4K in Q3 2015. 253 funds tracked by Wall St. Rank hold AFSI as of Q4 2015.

  • Howe & Rusling reported no remaining AmTrust Financial Services, Inc. position as of Q4 2015 after selling out during the quarter.
  • Howe & Rusling sold 136 AmTrust Financial Services, Inc. shares in Q4 2015, an estimated $4K.
  • Howe & Rusling first reported a position in AmTrust Financial Services, Inc. in Q2 2015 and held it in 2 quarters.
  • Howe & Rusling's AmTrust Financial Services, Inc. position peaked at $4K in Q3 2015.
  • 253 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2015.

Based on Howe & Rusling's 13F filing for Q4 2015, filed 11 Feb 2016.