Independent Portfolio Consultants’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Independent Portfolio Consultants’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 Q2	–	Sell	-2,494	Closed	-$65K	–	779
2016 Q1	$65K	Sell	2,494 -420	-14%	-$11.2K	0.02%	539
2015 Q4	$90K	Hold	2,914	–	–	0.03%	494
2015 Q3	$92K	Sell	2,914 -740	-20%	-$23.5K	0.02%	473
2015 Q2	$120K	Sell	3,654 -10	-0.3%	-$302	0.02%	463
2015 Q1	$104K	Sell	3,664 -120	-3%	-$3.25K	0.02%	473
2014 Q4	$106K	Sell	3,784 -15,216	-80%	-$383K	0.02%	492
2014 Q3	$378K	Sell	19,000 -1,300	-6%	-$27.5K	0.1%	333
2014 Q2	$424K	Buy	20,300 +920	+5%	+$18.9K	0.12%	295
2014 Q1	$364K	Buy	19,380 +220	+1%	+$3.86K	0.12%	331
2013 Q4	$313K	Sell	19,160 -360	-2%	-$6.81K	0.11%	364
2013 Q3	$381K	Buy	19,520 +622	+3%	+$11.6K	0.15%	290
2013 Q2	$307K	Buy	+18,898	New	+$286K	0.14%	320

Other funds holding AFSI

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

EAM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WEC

White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Independent Portfolio Consultants's AFSI Position: Q2 2016 in Review

Independent Portfolio Consultants sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2016, closing a stake of 2,494 shares — an estimated $65K sold.

Independent Portfolio Consultants first reported a position in AFSI in Q2 2013 and held it in 12 quarters. The position peaked at $424K in Q2 2014. 236 funds tracked by Wall St. Rank hold AFSI as of Q2 2016.

Independent Portfolio Consultants reported no remaining AmTrust Financial Services, Inc. position as of Q2 2016 after selling out during the quarter.
Independent Portfolio Consultants sold 2,494 AmTrust Financial Services, Inc. shares in Q2 2016, an estimated $65K.
Independent Portfolio Consultants first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 12 quarters.
Independent Portfolio Consultants's AmTrust Financial Services, Inc. position peaked at $424K in Q2 2014.
236 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2016.

Based on Independent Portfolio Consultants's 13F filing for Q2 2016, filed 15 Jul 2016.