WCM
AFSI

Wealthcare Capital Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Wealthcare Capital Management’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
2015
Q3 		– Sell
-320
Closed – – 412
2015
Q2 		$0 Sell
320
-916
-74% -$27.6K ﹤0.01% 974
2015
Q1 		$35K Buy
+1,236
New +$33.4K ﹤0.01% 320

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Wealthcare Capital Management's AFSI Position: Q3 2015 in Review

Wealthcare Capital Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2015, closing a stake of 320 shares.

Wealthcare Capital Management first reported a position in AFSI in Q1 2015 and held it in 2 quarters. The position peaked at $35K in Q1 2015. 245 funds tracked by Wall St. Rank hold AFSI as of Q3 2015.

  • Wealthcare Capital Management reported no remaining AmTrust Financial Services, Inc. position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 320 AmTrust Financial Services, Inc. shares in Q3 2015.
  • Wealthcare Capital Management first reported a position in AmTrust Financial Services, Inc. in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's AmTrust Financial Services, Inc. position peaked at $35K in Q1 2015.
  • 245 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.