UFF
AFAM

USA Financial Formulas’s Almost Family Inc AFAM Stock Holding History

USA Financial Formulas’s Portfolio AFAM Stock Details AFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-9,981
Closed -$615K – 358
2017
Q2 		$615K Buy
+9,981
New +$546K 0.15% 136
2015
Q3 		– Sell
-8,673
Closed -$346K – 250
2015
Q2 		$346K Buy
+8,673
New +$357K 0.11% 167

Other funds holding AFAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

USA Financial Formulas's AFAM Position: Q3 2017 in Review

USA Financial Formulas sold out of Almost Family Inc (AFAM) in Q3 2017, closing a stake of 9,981 shares — an estimated $615K sold.

USA Financial Formulas first reported a position in AFAM in Q2 2015 and held it in 2 quarters. The position peaked at $615K in Q2 2017. 135 funds tracked by Wall St. Rank hold AFAM as of Q3 2017.

  • USA Financial Formulas reported no remaining Almost Family Inc position as of Q3 2017 after selling out during the quarter.
  • USA Financial Formulas sold 9,981 Almost Family Inc shares in Q3 2017, an estimated $615K.
  • USA Financial Formulas first reported a position in Almost Family Inc in Q2 2015 and held it in 2 quarters.
  • USA Financial Formulas's Almost Family Inc position peaked at $615K in Q2 2017.
  • 135 funds tracked by Wall St. Rank held Almost Family Inc as of Q3 2017.

Based on USA Financial Formulas's 13F filing for Q3 2017, filed 11 Oct 2017.