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

IMA 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 Q2	–	Sell	-25,168	Closed	-$465K	–	142
2017 Q1	$465K	Buy	25,168 +3,424	+16%	+$83.4K	0.23%	103
2016 Q4	$595K	Sell	21,744 -4,568	-17%	-$122K	0.37%	84
2016 Q3	$706K	Buy	26,312 +1,539	+6%	+$39.5K	0.4%	73
2016 Q2	$607K	Buy	24,773 +7,832	+46%	+$200K	0.38%	71
2016 Q1	$414K	Buy	+16,941	New	+$450K	0.24%	83
2015 Q3	–	Sell	-4,080	Closed	-$134K	–	182
2015 Q2	$134K	Buy	+4,080	New	+$123K	0.06%	163

Other funds holding AFSI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DIA

Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IMA Advisory Services's AFSI Position: Q2 2017 in Review

IMA Advisory Services sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2017, closing a stake of 25,168 shares — an estimated $465K sold.

IMA Advisory Services first reported a position in AFSI in Q2 2015 and held it in 6 quarters. The position peaked at $706K in Q3 2016. 177 funds tracked by Wall St. Rank hold AFSI as of Q2 2017.

IMA Advisory Services reported no remaining AmTrust Financial Services, Inc. position as of Q2 2017 after selling out during the quarter.
IMA Advisory Services sold 25,168 AmTrust Financial Services, Inc. shares in Q2 2017, an estimated $465K.
IMA Advisory Services first reported a position in AmTrust Financial Services, Inc. in Q2 2015 and held it in 6 quarters.
IMA Advisory Services's AmTrust Financial Services, Inc. position peaked at $706K in Q3 2016.
177 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2017.

Based on IMA Advisory Services's 13F filing for Q2 2017, filed 31 Jul 2017.