NPIC
AFSI

Neumeier Poma Investment Counsel’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Neumeier Poma Investment Counsel’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
-339,702
Closed -$6.27M – 39
2017
Q1 		$6.27M Sell
339,702
-230,810
-40% -$5.62M 0.75% 36
2016
Q4 		$15.6M Buy
570,512
+165,090
+41% +$4.39M 2.15% 25
2016
Q3 		$10.9M Sell
405,422
-119,425
-23% -$3.07M 1.63% 31
2016
Q2 		$12.9M Buy
524,847
+58,590
+13% +$1.49M 2.03% 25
2016
Q1 		$12.1M Buy
466,257
+55,231
+13% +$1.47M 1.91% 28
2015
Q4 		$12.7M Sell
411,026
-212,750
-34% -$6.81M 2.19% 23
2015
Q3 		$19.6M Buy
623,776
+227,150
+57% +$7.2M 3.71% 7
2015
Q2 		$13M Buy
396,626
+196,020
+98% +$5.92M 2.76% 16
2015
Q1 		$5.72M Buy
200,606
+21,158
+12% +$572K 1.25% 34
2014
Q4 		$5.05M Sell
179,448
-401,304
-69% -$10.1M 1.19% 35
2014
Q3 		$11.6M Sell
580,752
-202,010
-26% -$4.27M 2.85% 18
2014
Q2 		$16.4M Sell
782,762
-22,000
-3% -$451K 3.9% 6
2014
Q1 		$15.1M Sell
804,762
-237,010
-23% -$4.15M 3.44% 10
2013
Q4 		$17M Sell
1,041,772
-1,350
-0.1% -$25.6K 3.88% 5
2013
Q3 		$20.3M Buy
1,043,122
+120,607
+13% +$2.24M 4.99% 2
2013
Q2 		$15M Buy
+922,515
New +$14M 3.91% 6

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
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 $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Neumeier Poma Investment Counsel's AFSI Position: Q2 2017 in Review

Neumeier Poma Investment Counsel sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2017, closing a stake of 339,702 shares — an estimated $6.27M sold.

Neumeier Poma Investment Counsel first reported a position in AFSI in Q2 2013 and held it in 16 quarters. The position peaked at $20.3M in Q3 2013. 177 funds tracked by Wall St. Rank hold AFSI as of Q2 2017.

  • Neumeier Poma Investment Counsel reported no remaining AmTrust Financial Services, Inc. position as of Q2 2017 after selling out during the quarter.
  • Neumeier Poma Investment Counsel sold 339,702 AmTrust Financial Services, Inc. shares in Q2 2017, an estimated $6.27M.
  • Neumeier Poma Investment Counsel first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 16 quarters.
  • Neumeier Poma Investment Counsel's AmTrust Financial Services, Inc. position peaked at $20.3M in Q3 2013.
  • 177 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2017.

Based on Neumeier Poma Investment Counsel's 13F filing for Q2 2017, filed 11 Aug 2017.