WAM
AFSI

Wealthspire Advisors (Maryland)’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q2 		– Sell
-289
Closed -$4K – 2679
2018
Q1 		$4K Buy
289
+4
+1% +$50 ﹤0.01% 1972
2017
Q4 		$3K Sell
285
-6
-2% -$68 ﹤0.01% 2066
2017
Q3 		$4K Sell
291
-45
-13% -$634 ﹤0.01% 1885
2017
Q2 		$5K Buy
+336
New +$4.96K ﹤0.01% 1795

Other funds holding AFSI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AFSI Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2018, closing a stake of 289 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in AFSI in Q2 2017 and held it in 4 quarters. The position peaked at $5K in Q2 2017. 155 funds tracked by Wall St. Rank hold AFSI as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining AmTrust Financial Services, Inc. position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 289 AmTrust Financial Services, Inc. shares in Q2 2018, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in AmTrust Financial Services, Inc. in Q2 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s AmTrust Financial Services, Inc. position peaked at $5K in Q2 2017.
  • 155 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.