SSG
AFSI

Summit Securities Group’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Summit Securities 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
2017
Q1 		– Sell
-7,700
Closed -$211K – 424
2016
Q4 		$211K Buy
+7,700
New +$205K 0.05% 253
2016
Q2 		– Sell
-10,993
Closed -$284K – 313
2016
Q1 		$284K Buy
+10,993
New +$292K 0.2% 102
2015
Q4 		– Sell
-2,600
Closed -$82K – 491
2015
Q3 		$82K Sell
2,600
-2,400
-48% -$76.1K 0.06% 131
2015
Q2 		$164K Buy
+5,000
New +$151K 0.08% 88

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Securities Group's AFSI Position: Q1 2017 in Review

Summit Securities Group sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2017, closing a stake of 7,700 shares — an estimated $211K sold.

Summit Securities Group first reported a position in AFSI in Q2 2015 and held it in 4 quarters. The position peaked at $284K in Q1 2016. 228 funds tracked by Wall St. Rank hold AFSI as of Q1 2017.

  • Summit Securities Group reported no remaining AmTrust Financial Services, Inc. position as of Q1 2017 after selling out during the quarter.
  • Summit Securities Group sold 7,700 AmTrust Financial Services, Inc. shares in Q1 2017, an estimated $211K.
  • Summit Securities Group first reported a position in AmTrust Financial Services, Inc. in Q2 2015 and held it in 4 quarters.
  • Summit Securities Group's AmTrust Financial Services, Inc. position peaked at $284K in Q1 2016.
  • 228 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2017.

Based on Summit Securities Group's 13F filing for Q1 2017, filed 2 May 2017.