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

United Capital 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 Q2	–	Sell	-45,957	Closed	-$848K	–	1336
2017 Q1	$848K	Buy	45,957 +3,902	+9%	+$95.1K	0.01%	790
2016 Q4	$1.15M	Buy	42,055 +541	+1%	+$14.4K	0.01%	714
2016 Q3	$1.11M	Buy	+41,514	New	+$1.07M	0.01%	746
2014 Q4	–	Sell	-10,756	Closed	-$214K	–	1206
2014 Q3	$214K	Buy	+10,756	New	+$228K	﹤0.01%	1031
2014 Q2	–	Sell	-57,524	Closed	-$1.08M	–	971
2014 Q1	$1.08M	Buy	+57,524	New	+$1.01M	0.02%	471

Other funds holding AFSI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DIA

Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

United Capital Financial Advisors's AFSI Position: Q2 2017 in Review

United Capital Financial Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2017, closing a stake of 45,957 shares — an estimated $848K sold.

United Capital Financial Advisors first reported a position in AFSI in Q1 2014 and held it in 5 quarters. The position peaked at $1.15M in Q4 2016. 177 funds tracked by Wall St. Rank hold AFSI as of Q2 2017.

United Capital Financial Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q2 2017 after selling out during the quarter.
United Capital Financial Advisors sold 45,957 AmTrust Financial Services, Inc. shares in Q2 2017, an estimated $848K.
United Capital Financial Advisors first reported a position in AmTrust Financial Services, Inc. in Q1 2014 and held it in 5 quarters.
United Capital Financial Advisors's AmTrust Financial Services, Inc. position peaked at $1.15M in Q4 2016.
177 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.