RFA
AFSI

Reilly Financial Advisors’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Reilly Financial Advisors’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
-131
Closed -$2K – 1062
2017
Q3 		$2K Buy
+131
New +$1.85K ﹤0.01% 925
2015
Q1 		– Sell
-800
Closed -$23K – 1391
2014
Q4 		$23K Hold
800
– – 0.01% 380
2014
Q3 		$16K Buy
+800
New +$16.9K ﹤0.01% 439

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

Reilly Financial Advisors's AFSI Position: Q4 2017 in Review

Reilly Financial Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2017, closing a stake of 131 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in AFSI in Q3 2014 and held it in 3 quarters. The position peaked at $23K in Q4 2014. 154 funds tracked by Wall St. Rank hold AFSI as of Q4 2017.

  • Reilly Financial Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q4 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 131 AmTrust Financial Services, Inc. shares in Q4 2017, an estimated $2K.
  • Reilly Financial Advisors first reported a position in AmTrust Financial Services, Inc. in Q3 2014 and held it in 3 quarters.
  • Reilly Financial Advisors's AmTrust Financial Services, Inc. position peaked at $23K in Q4 2014.
  • 154 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2017.

Based on Reilly Financial Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.