MFW
AFSI

Mosaic Family Wealth’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Mosaic Family Wealth’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
Q1 		– Sell
-108
Closed -$3K – 758
2016
Q4 		$3K Hold
108
– – ﹤0.01% 650
2016
Q3 		$3K Hold
108
– – ﹤0.01% 664
2016
Q2 		$3K Hold
108
– – ﹤0.01% 701
2016
Q1 		$2K Hold
108
– – ﹤0.01% 739
2015
Q4 		$3K Buy
+108
New +$3.46K ﹤0.01% 660

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mosaic Family Wealth's AFSI Position: Q1 2017 in Review

Mosaic Family Wealth sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2017, closing a stake of 108 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in AFSI in Q4 2015 and held it in 5 quarters. The position peaked at $3K in Q4 2016. 228 funds tracked by Wall St. Rank hold AFSI as of Q1 2017.

  • Mosaic Family Wealth reported no remaining AmTrust Financial Services, Inc. position as of Q1 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 108 AmTrust Financial Services, Inc. shares in Q1 2017, an estimated $3K.
  • Mosaic Family Wealth first reported a position in AmTrust Financial Services, Inc. in Q4 2015 and held it in 5 quarters.
  • Mosaic Family Wealth's AmTrust Financial Services, Inc. position peaked at $3K in Q4 2016.
  • 228 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2017.

Based on Mosaic Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.