WTB
AFSI

Washington Trust Bank’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Washington Trust Bank’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
2014
Q3 		– Sell
-4
Closed – – 889
2014
Q2 		$0 Hold
4
– – ﹤0.01% 886
2014
Q1 		$0 Buy
+4
New +$70 ﹤0.01% 833

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAI
Marble Arch Investments New York $82.3M AUM 31.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Washington Trust Bank's AFSI Position: Q3 2014 in Review

Washington Trust Bank sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2014, closing a stake of 4 shares.

Washington Trust Bank first reported a position in AFSI in Q1 2014 and held it in 2 quarters. The position peaked at $0 in Q2 2014. 224 funds tracked by Wall St. Rank hold AFSI as of Q3 2014.

  • Washington Trust Bank reported no remaining AmTrust Financial Services, Inc. position as of Q3 2014 after selling out during the quarter.
  • Washington Trust Bank sold 4 AmTrust Financial Services, Inc. shares in Q3 2014.
  • Washington Trust Bank first reported a position in AmTrust Financial Services, Inc. in Q1 2014 and held it in 2 quarters.
  • Washington Trust Bank's AmTrust Financial Services, Inc. position peaked at $0 in Q2 2014.
  • 224 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2014.

Based on Washington Trust Bank's 13F filing for Q3 2014, filed 21 Nov 2014.