TWA
AFSI

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

TCI Wealth 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
Q1 		– Sell
-395
Closed -$11K – 1432
2016
Q4 		$11K Hold
395
– – 0.01% 618
2016
Q3 		$11K Hold
395
– – 0.01% 567
2016
Q2 		$10K Hold
395
– – 0.01% 588
2016
Q1 		$10K Sell
395
-529
-57% -$14.1K 0.01% 592
2015
Q4 		$28K Buy
+924
New +$29.6K 0.02% 387

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

TCI Wealth Advisors's AFSI Position: Q1 2017 in Review

TCI Wealth Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2017, closing a stake of 395 shares — an estimated $11K sold.

TCI Wealth Advisors first reported a position in AFSI in Q4 2015 and held it in 5 quarters. The position peaked at $28K in Q4 2015. 228 funds tracked by Wall St. Rank hold AFSI as of Q1 2017.

  • TCI Wealth Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 395 AmTrust Financial Services, Inc. shares in Q1 2017, an estimated $11K.
  • TCI Wealth Advisors first reported a position in AmTrust Financial Services, Inc. in Q4 2015 and held it in 5 quarters.
  • TCI Wealth Advisors's AmTrust Financial Services, Inc. position peaked at $28K in Q4 2015.
  • 228 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.