OAM
AFSI

Occidental Asset Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Occidental Asset Management’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
-9,304
Closed -$255K – 142
2016
Q4 		$255K Buy
+9,304
New +$248K 0.18% 99

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Occidental Asset Management's AFSI Position: Q1 2017 in Review

Occidental Asset Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2017, closing a stake of 9,304 shares — an estimated $255K sold.

Occidental Asset Management first reported a position in AFSI in Q4 2016 and held it in 1 quarter. The position peaked at $255K in Q4 2016. 228 funds tracked by Wall St. Rank hold AFSI as of Q1 2017.

  • Occidental Asset Management reported no remaining AmTrust Financial Services, Inc. position as of Q1 2017 after selling out during the quarter.
  • Occidental Asset Management sold 9,304 AmTrust Financial Services, Inc. shares in Q1 2017, an estimated $255K.
  • Occidental Asset Management first reported a position in AmTrust Financial Services, Inc. in Q4 2016 and held it in 1 quarter.
  • Occidental Asset Management's AmTrust Financial Services, Inc. position peaked at $255K in Q4 2016.
  • 228 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2017.

Based on Occidental Asset Management's 13F filing for Q1 2017, filed 19 Mar 2019.