Polaris Wealth Advisory Group’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-4,100	Closed	-$60K	–	516
2018 Q3	$60K	Buy	+4,100	New	+$59.7K	﹤0.01%	239
2018 Q2	–	Sell	-4,100	Closed	-$50K	–	460
2018 Q1	$50K	Buy	+4,100	New	+$51.4K	﹤0.01%	217

Polaris Wealth Advisory Group's AFSI Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2018, closing a stake of 4,100 shares — an estimated $60K sold.

Polaris Wealth Advisory Group first reported a position in AFSI in Q1 2018 and held it in 2 quarters. The position peaked at $60K in Q3 2018. 1 fund tracked by Wall St. Rank holds AFSI as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining AmTrust Financial Services, Inc. position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 4,100 AmTrust Financial Services, Inc. shares in Q4 2018, an estimated $60K.
Polaris Wealth Advisory Group first reported a position in AmTrust Financial Services, Inc. in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's AmTrust Financial Services, Inc. position peaked at $60K in Q3 2018.
1 fund tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.