PA
AFSI

Pinnacle Associates’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Pinnacle Associates’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
2018
Q1 		– Sell
-14,052
Closed -$142K – 720
2017
Q4 		$142K Buy
14,052
+375
+3% +$4.25K ﹤0.01% 660
2017
Q3 		$184K Sell
13,677
-7,838
-36% -$110K ﹤0.01% 642
2017
Q2 		$326K Sell
21,515
-2,597
-11% -$38.3K 0.01% 564
2017
Q1 		$445K Sell
24,112
-11,069
-31% -$270K 0.01% 507
2016
Q4 		$963K Buy
35,181
+6,791
+24% +$181K 0.02% 394
2016
Q3 		$762K Sell
28,390
-2,048
-7% -$52.6K 0.02% 412
2016
Q2 		$746K Buy
30,438
+6,436
+27% +$164K 0.02% 415
2016
Q1 		$621K Sell
24,002
-566
-2% -$15K 0.01% 427
2015
Q4 		$756K Sell
24,568
-8
-0% -$256 0.02% 405
2015
Q3 		$774K Sell
24,576
-53,544
-69% -$1.7M 0.02% 396
2015
Q2 		$2.56M Sell
78,120
-860
-1% -$26K 0.05% 273
2015
Q1 		$2.25M Buy
+78,980
New +$2.14M 0.04% 272

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $203M AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Associates's AFSI Position: Q1 2018 in Review

Pinnacle Associates sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2018, closing a stake of 14,052 shares — an estimated $142K sold.

Pinnacle Associates first reported a position in AFSI in Q1 2015 and held it in 12 quarters. The position peaked at $2.56M in Q2 2015. 159 funds tracked by Wall St. Rank hold AFSI as of Q1 2018.

  • Pinnacle Associates reported no remaining AmTrust Financial Services, Inc. position as of Q1 2018 after selling out during the quarter.
  • Pinnacle Associates sold 14,052 AmTrust Financial Services, Inc. shares in Q1 2018, an estimated $142K.
  • Pinnacle Associates first reported a position in AmTrust Financial Services, Inc. in Q1 2015 and held it in 12 quarters.
  • Pinnacle Associates's AmTrust Financial Services, Inc. position peaked at $2.56M in Q2 2015.
  • 159 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2018.

Based on Pinnacle Associates's 13F filing for Q1 2018, filed 11 May 2018.