LA
AFSI

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

Lucus 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
2017
Q2 		– Sell
-22,018
Closed -$406K – 290
2017
Q1 		$406K Buy
+22,018
New +$537K 0.38% 163
2016
Q3 		– Sell
-14,220
Closed -$348K – 325
2016
Q2 		$348K Buy
+14,220
New +$362K 0.29% 153
2016
Q1 		– Sell
-8,794
Closed -$271K – 391
2015
Q4 		$271K Sell
8,794
-1,628
-16% -$52.1K 0.16% 269
2015
Q3 		$328K Sell
10,422
-6,178
-37% -$196K 0.18% 300
2015
Q2 		$544K Sell
16,600
-2,438
-13% -$73.6K 0.26% 19
2015
Q1 		$542K Buy
19,038
+1,328
+7% +$35.9K 0.28% 63
2014
Q4 		$498K Buy
+17,710
New +$445K 0.22% 51

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lucus Advisors's AFSI Position: Q2 2017 in Review

Lucus Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2017, closing a stake of 22,018 shares — an estimated $406K sold.

Lucus Advisors first reported a position in AFSI in Q4 2014 and held it in 7 quarters. The position peaked at $544K in Q2 2015. 177 funds tracked by Wall St. Rank hold AFSI as of Q2 2017.

  • Lucus Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q2 2017 after selling out during the quarter.
  • Lucus Advisors sold 22,018 AmTrust Financial Services, Inc. shares in Q2 2017, an estimated $406K.
  • Lucus Advisors first reported a position in AmTrust Financial Services, Inc. in Q4 2014 and held it in 7 quarters.
  • Lucus Advisors's AmTrust Financial Services, Inc. position peaked at $544K in Q2 2015.
  • 177 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.