LPL Financial
AFSI

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

LPL Financial’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
Q1 		– Sell
-17,232
Closed -$174K – 3293
2017
Q4 		$174K Buy
17,232
+3,357
+24% +$38K ﹤0.01% 2845
2017
Q3 		$187K Buy
13,875
+3,037
+28% +$42.8K ﹤0.01% 2680
2017
Q2 		$164K Buy
+10,838
New +$160K ﹤0.01% 2636
2016
Q2 		– Sell
-11,486
Closed -$285K – 3141
2016
Q1 		$285K Sell
11,486
-3,570
-24% -$94.9K ﹤0.01% 2554
2015
Q4 		$465K Buy
15,056
+270
+2% +$8.64K ﹤0.01% 2237
2015
Q3 		$470K Sell
14,786
-3,898
-21% -$124K ﹤0.01% 1837
2015
Q2 		$620K Buy
18,684
+1,692
+10% +$51.1K ﹤0.01% 1730
2015
Q1 		$486K Sell
16,992
-11,942
-41% -$323K ﹤0.01% 1865
2014
Q4 		$814K Buy
28,934
+2,694
+10% +$67.8K ﹤0.01% 1452
2014
Q3 		$528K Buy
26,240
+1,718
+7% +$36.3K ﹤0.01% 1743
2014
Q2 		$513K Buy
24,522
+2,656
+12% +$54.5K ﹤0.01% 1784
2014
Q1 		$411K Buy
21,866
+1,410
+7% +$24.7K ﹤0.01% 1886
2013
Q4 		$334K Buy
20,456
+5,284
+35% +$100K ﹤0.01% 2040
2013
Q3 		$276K Buy
+15,172
New +$282K ﹤0.01% 2077

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $203M AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's AFSI Position: Q1 2018 in Review

LPL Financial sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2018, closing a stake of 17,232 shares — an estimated $174K sold.

LPL Financial first reported a position in AFSI in Q3 2013 and held it in 14 quarters. The position peaked at $814K in Q4 2014. 159 funds tracked by Wall St. Rank hold AFSI as of Q1 2018.

  • LPL Financial reported no remaining AmTrust Financial Services, Inc. position as of Q1 2018 after selling out during the quarter.
  • LPL Financial sold 17,232 AmTrust Financial Services, Inc. shares in Q1 2018, an estimated $174K.
  • LPL Financial first reported a position in AmTrust Financial Services, Inc. in Q3 2013 and held it in 14 quarters.
  • LPL Financial's AmTrust Financial Services, Inc. position peaked at $814K in Q4 2014.
  • 159 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2018.

Based on LPL Financial's 13F filing for Q1 2018, filed 15 May 2018.