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

Next Financial Group’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	-100	Closed	-$3K	–	2452
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	2125
2016 Q3	$3K	Buy	+100	New	+$2.57K	﹤0.01%	2115
2016 Q1	–	Sell	-35,904	Closed	-$1.1M	–	1932
2015 Q4	$1.1M	Buy	+35,904	New	+$1.15M	0.41%	56
2015 Q3	–	Sell	-47,982	Closed	-$1.57M	–	2020
2015 Q2	$1.57M	Buy	47,982 +1,512	+3%	+$45.6K	0.54%	37
2015 Q1	$1.32M	Buy	46,470 +2,966	+7%	+$80.2K	0.42%	50
2014 Q4	$1.22M	Buy	+43,504	New	+$1.09M	0.41%	54

Other funds holding AFSI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's AFSI Position: Q1 2017 in Review

Next Financial Group sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2017, closing a stake of 100 shares — an estimated $3K sold.

Next Financial Group first reported a position in AFSI in Q4 2014 and held it in 6 quarters. The position peaked at $1.57M in Q2 2015. 228 funds tracked by Wall St. Rank hold AFSI as of Q1 2017.

Next Financial Group reported no remaining AmTrust Financial Services, Inc. position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 100 AmTrust Financial Services, Inc. shares in Q1 2017, an estimated $3K.
Next Financial Group first reported a position in AmTrust Financial Services, Inc. in Q4 2014 and held it in 6 quarters.
Next Financial Group's AmTrust Financial Services, Inc. position peaked at $1.57M in Q2 2015.
228 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.