WP
AFSI

WealthPLAN Partners’s AmTrust Financial Services, Inc. AFSI Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$12.5K Sell
475
-275
-37% -$7.06K ﹤0.01% 563
2016
Q2 		$11.7K Buy
+750
New +$19.1K ﹤0.01% 1674

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's AFSI Position: Q3 2016 in Review

WealthPLAN Partners reduced its AmTrust Financial Services, Inc. (AFSI) stake by 37% in Q3 2016, selling an estimated $7.06K and leaving 475 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

WealthPLAN Partners first reported a position in AFSI in Q2 2016 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold AFSI as of Q3 2016.

  • WealthPLAN Partners held 475 shares of AmTrust Financial Services, Inc. worth $12.5K as of Q3 2016.
  • WealthPLAN Partners sold 275 AmTrust Financial Services, Inc. shares in Q3 2016, an estimated $7.06K.
  • AmTrust Financial Services, Inc. made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #563 holding.
  • WealthPLAN Partners first reported a position in AmTrust Financial Services, Inc. in Q2 2016 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.