Kanaly Trust’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Kanaly Trust’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 Q4	$5K	Buy	+173	New	+$4.6K	﹤0.01%	680
2016 Q2	–	Sell	-68	Closed	-$2K	–	968
2016 Q1	$2K	Sell	68 -10	-13%	-$266	﹤0.01%	803
2015 Q4	$2K	Hold	78	–	–	﹤0.01%	829
2015 Q3	$2K	Buy	78 +10	+15%	+$317	﹤0.01%	810
2015 Q2	$2K	Buy	+68	New	+$2.05K	﹤0.01%	802
2014 Q4	–	Sell	-156	Closed	-$3K	–	820
2014 Q3	$3K	Buy	+156	New	+$3.3K	﹤0.01%	660

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

EAM

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Kanaly Trust's AFSI Position: Q4 2016 in Review

Kanaly Trust opened a new position in AmTrust Financial Services, Inc. (AFSI) in Q4 2016: 173 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Kanaly Trust previously reported a position in AFSI as recently as Q1 2016.

Kanaly Trust first reported a position in AFSI in Q3 2014 and has held it in 6 quarters since. 230 funds tracked by Wall St. Rank hold AFSI as of Q4 2016.

Kanaly Trust held 173 shares of AmTrust Financial Services, Inc. worth $5K as of Q4 2016.
AmTrust Financial Services, Inc. was a new Kanaly Trust position in Q4 2016.
AmTrust Financial Services, Inc. made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #680 holding.
Kanaly Trust first reported a position in AmTrust Financial Services, Inc. in Q3 2014 and has held it in 6 quarters since.
230 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.