JIR
AFSI

James Investment Research’s AmTrust Financial Services, Inc. AFSI Stock Holding History

James Investment Research’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
Q3 		– Sell
-350
Closed -$5K – 830
2017
Q2 		$5K Sell
350
-36,934
-99% -$545K ﹤0.01% 703
2017
Q1 		$688K Sell
37,284
-1,060,652
-97% -$25.8M 0.02% 321
2016
Q4 		$30.1M Sell
1,097,936
-370,770
-25% -$9.87M 0.78% 39
2016
Q3 		$39.4M Sell
1,468,706
-140,723
-9% -$3.61M 1.04% 25
2016
Q2 		$39.4M Sell
1,609,429
-564,741
-26% -$14.4M 1% 29
2016
Q1 		$56.3M Sell
2,174,170
-191,350
-8% -$5.09M 1.37% 22
2015
Q4 		$72.8M Buy
2,365,520
+181,490
+8% +$5.81M 1.8% 7
2015
Q3 		$68.8M Buy
2,184,030
+187,398
+9% +$5.94M 1.83% 8
2015
Q2 		$65.4M Buy
1,996,632
+583,458
+41% +$17.6M 1.53% 12
2015
Q1 		$40.3M Buy
1,413,174
+179,728
+15% +$4.86M 0.95% 33
2014
Q4 		$34.7M Buy
1,233,446
+211,360
+21% +$5.32M 0.95% 30
2014
Q3 		$20.3M Buy
1,022,086
+49,812
+5% +$1.05M 0.64% 52
2014
Q2 		$20.3M Buy
972,274
+23,738
+3% +$487K 0.65% 50
2014
Q1 		$17.8M Sell
948,536
-316,468
-25% -$5.55M 0.57% 56
2013
Q4 		$20.7M Sell
1,265,004
-32,356
-2% -$612K 0.65% 51
2013
Q3 		$25.3M Sell
1,297,360
-4,809
-0.4% -$89.4K 0.96% 37
2013
Q2 		$21.1M Buy
+1,302,169
New +$19.7M 0.87% 42

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

James Investment Research's AFSI Position: Q3 2017 in Review

James Investment Research sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2017, closing a stake of 350 shares — an estimated $5K sold.

James Investment Research first reported a position in AFSI in Q2 2013 and held it in 17 quarters. The position peaked at $72.8M in Q4 2015. 160 funds tracked by Wall St. Rank hold AFSI as of Q3 2017.

  • James Investment Research reported no remaining AmTrust Financial Services, Inc. position as of Q3 2017 after selling out during the quarter.
  • James Investment Research sold 350 AmTrust Financial Services, Inc. shares in Q3 2017, an estimated $5K.
  • James Investment Research first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 17 quarters.
  • James Investment Research's AmTrust Financial Services, Inc. position peaked at $72.8M in Q4 2015.
  • 160 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2017.

Based on James Investment Research's 13F filing for Q3 2017, filed 13 Oct 2017.