KIA
AFSI

KCM Investment Advisors’s AmTrust Financial Services, Inc. AFSI Stock Holding History

KCM Investment 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
Q4 		– Sell
-8,001
Closed -$215K – 549
2016
Q3 		$215K Sell
8,001
-3,238
-29% -$83.1K 0.01% 507
2016
Q2 		$275K Buy
11,239
+463
+4% +$11.8K 0.02% 441
2016
Q1 		$279K Buy
10,776
+3,112
+41% +$82.7K 0.02% 429
2015
Q4 		$236K Sell
7,664
-1,198
-14% -$38.3K 0.02% 466
2015
Q3 		$279K Buy
+8,862
New +$281K 0.02% 432
2015
Q2 		– Sell
-7,294
Closed -$208K – 557
2015
Q1 		$208K Buy
+7,294
New +$197K 0.02% 500

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
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return