NPC
AFSI

National Planning Corporation’s AmTrust Financial Services, Inc. AFSI Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-32
Closed -$864 – 2379
2014
Q4 		$864 Buy
+32
New +$805 ﹤0.01% 2709

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

National Planning Corporation's AFSI Position: Q1 2015 in Review

National Planning Corporation sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2015, closing a stake of 32 shares — an estimated $864 sold.

National Planning Corporation first reported a position in AFSI in Q4 2014 and held it in 1 quarter. The position peaked at $864 in Q4 2014. 239 funds tracked by Wall St. Rank hold AFSI as of Q1 2015.

  • National Planning Corporation reported no remaining AmTrust Financial Services, Inc. position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 32 AmTrust Financial Services, Inc. shares in Q1 2015, an estimated $864.
  • National Planning Corporation first reported a position in AmTrust Financial Services, Inc. in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's AmTrust Financial Services, Inc. position peaked at $864 in Q4 2014.
  • 239 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.