LWAC
AFSI

Laurel Wealth Advisors (California)’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Laurel Wealth Advisors (California)’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
2018
Q2 		– Sell
-78,200
Closed -$962K – 398
2018
Q1 		$962K Buy
78,200
+15,492
+25% +$194K 0.3% 87
2017
Q4 		$631K Buy
+62,708
New +$711K 0.18% 138

Other funds holding AFSI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AFSI Position: Q2 2018 in Review

Laurel Wealth Advisors (California) sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2018, closing a stake of 78,200 shares — an estimated $962K sold.

Laurel Wealth Advisors (California) first reported a position in AFSI in Q4 2017 and held it in 2 quarters. The position peaked at $962K in Q1 2018. 155 funds tracked by Wall St. Rank hold AFSI as of Q2 2018.

  • Laurel Wealth Advisors (California) reported no remaining AmTrust Financial Services, Inc. position as of Q2 2018 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 78,200 AmTrust Financial Services, Inc. shares in Q2 2018, an estimated $962K.
  • Laurel Wealth Advisors (California) first reported a position in AmTrust Financial Services, Inc. in Q4 2017 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s AmTrust Financial Services, Inc. position peaked at $962K in Q1 2018.
  • 155 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2018, filed 20 Aug 2018.