SMA
AFSI

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

Simply Money 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
2013
Q3 		– Sell
-231
Closed -$4K – 403
2013
Q2 		$4K Buy
+231
New +$3.5K ﹤0.01% 322

Other funds holding AFSI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simply Money Advisors's AFSI Position: Q3 2013 in Review

Simply Money Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2013, closing a stake of 231 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in AFSI in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 180 funds tracked by Wall St. Rank hold AFSI as of Q3 2013.

  • Simply Money Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 231 AmTrust Financial Services, Inc. shares in Q3 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's AmTrust Financial Services, Inc. position peaked at $4K in Q2 2013.
  • 180 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.