KM
AFSI

Kalos Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Kalos Management’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
-8,990
Closed -$220K – 159
2016
Q2 		$220K Buy
+8,990
New +$229K 0.17% 138

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kalos Management's AFSI Position: Q3 2016 in Review

Kalos Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2016, closing a stake of 8,990 shares — an estimated $220K sold.

Kalos Management first reported a position in AFSI in Q2 2016 and held it in 1 quarter. The position peaked at $220K in Q2 2016. 229 funds tracked by Wall St. Rank hold AFSI as of Q3 2016.

  • Kalos Management reported no remaining AmTrust Financial Services, Inc. position as of Q3 2016 after selling out during the quarter.
  • Kalos Management sold 8,990 AmTrust Financial Services, Inc. shares in Q3 2016, an estimated $220K.
  • Kalos Management first reported a position in AmTrust Financial Services, Inc. in Q2 2016 and held it in 1 quarter.
  • Kalos Management's AmTrust Financial Services, Inc. position peaked at $220K in Q2 2016.
  • 229 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2016.

Based on Kalos Management's 13F filing for Q3 2016, filed 15 Nov 2016.