PCP
AFSI

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

Proficio Capital Partners’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
Q4 		– Sell
-1,312
Closed -$18K – 1351
2017
Q3 		$18K Sell
1,312
-325
-20% -$4.58K 0.01% 630
2017
Q2 		$26K Sell
1,637
-569
-26% -$8.4K 0.01% 540
2017
Q1 		$27K Buy
2,206
+475
+27% +$11.6K 0.01% 540
2016
Q4 		$47K Buy
1,731
+193
+13% +$5.14K 0.02% 282
2016
Q3 		$41K Hold
1,538
– – 0.02% 303
2016
Q2 		$37K Buy
1,538
+502
+48% +$12.8K 0.02% 319
2016
Q1 		$27K Buy
+1,036
New +$27.5K 0.02% 300

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Proficio Capital Partners's AFSI Position: Q4 2017 in Review

Proficio Capital Partners sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2017, closing a stake of 1,312 shares — an estimated $18K sold.

Proficio Capital Partners first reported a position in AFSI in Q1 2016 and held it in 7 quarters. The position peaked at $47K in Q4 2016. 154 funds tracked by Wall St. Rank hold AFSI as of Q4 2017.

  • Proficio Capital Partners reported no remaining AmTrust Financial Services, Inc. position as of Q4 2017 after selling out during the quarter.
  • Proficio Capital Partners sold 1,312 AmTrust Financial Services, Inc. shares in Q4 2017, an estimated $18K.
  • Proficio Capital Partners first reported a position in AmTrust Financial Services, Inc. in Q1 2016 and held it in 7 quarters.
  • Proficio Capital Partners's AmTrust Financial Services, Inc. position peaked at $47K in Q4 2016.
  • 154 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2017.

Based on Proficio Capital Partners's 13F filing for Q4 2017, filed 9 Feb 2018.