JP Morgan Private Wealth Advisors’s AmTrust Financial Services, Inc. AFSI Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	–	Sell	-151,399	Closed	-$3.71M	–	1297
2016 Q2	$3.71M	Buy	151,399 +72,001	+91%	+$1.83M	0.04%	319
2016 Q1	$2.06M	Buy	79,398 +72,502	+1,051%	+$1.93M	0.02%	394
2015 Q4	$212K	Buy	+6,896	New	+$221K	﹤0.01%	1000

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

BIT

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

WEC

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

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

JP Morgan Private Wealth Advisors's AFSI Position: Q3 2016 in Review

JP Morgan Private Wealth Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2016, closing a stake of 151,399 shares — an estimated $3.71M sold.

JP Morgan Private Wealth Advisors first reported a position in AFSI in Q4 2015 and held it in 3 quarters. The position peaked at $3.71M in Q2 2016. 229 funds tracked by Wall St. Rank hold AFSI as of Q3 2016.

JP Morgan Private Wealth Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q3 2016 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 151,399 AmTrust Financial Services, Inc. shares in Q3 2016, an estimated $3.71M.
JP Morgan Private Wealth Advisors first reported a position in AmTrust Financial Services, Inc. in Q4 2015 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's AmTrust Financial Services, Inc. position peaked at $3.71M in Q2 2016.
229 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.