PC
AFSI

Palo Capital’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Palo Capital’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
2016
Q3 		– Sell
-16,692
Closed -$408K – 219
2016
Q2 		$408K Buy
16,692
+8,962
+116% +$228K 0.14% 149
2016
Q1 		$200K Buy
+7,730
New +$205K 0.16% 145

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Palo Capital's AFSI Position: Q3 2016 in Review

Palo Capital sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2016, closing a stake of 16,692 shares — an estimated $408K sold.

Palo Capital first reported a position in AFSI in Q1 2016 and held it in 2 quarters. The position peaked at $408K in Q2 2016. 229 funds tracked by Wall St. Rank hold AFSI as of Q3 2016.

  • Palo Capital reported no remaining AmTrust Financial Services, Inc. position as of Q3 2016 after selling out during the quarter.
  • Palo Capital sold 16,692 AmTrust Financial Services, Inc. shares in Q3 2016, an estimated $408K.
  • Palo Capital first reported a position in AmTrust Financial Services, Inc. in Q1 2016 and held it in 2 quarters.
  • Palo Capital's AmTrust Financial Services, Inc. position peaked at $408K in Q2 2016.
  • 229 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2016.

Based on Palo Capital's 13F filing for Q3 2016, filed 20 Oct 2016.