WFG Advisors’s AmTrust Financial Services, Inc. AFSI Stock Holding History

WFG Advisors’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
2017 Q2	$17K	Buy	+1,110	New	+$16.4K	﹤0.01%	998
2016 Q3	–	Sell	-90	Closed	-$2K	–	1745
2016 Q2	$2K	Sell	90 -6,615	-99%	-$169K	﹤0.01%	1408
2016 Q1	$174K	Buy	6,705 +2,631	+65%	+$69.9K	0.05%	336
2015 Q4	$125K	Sell	4,074 -926	-19%	-$29.6K	0.04%	413
2015 Q3	$157K	Sell	5,000 -3,628	-42%	-$115K	0.05%	344
2015 Q2	$283K	Sell	8,628 -72	-0.8%	-$2.17K	0.08%	254
2015 Q1	$248K	Buy	+8,700	New	+$235K	0.07%	295
2014 Q4	–	Sell	-3,300	Closed	-$66K	–	2296
2014 Q3	$66K	Hold	3,300	–	–	0.01%	817
2014 Q2	$69K	Hold	3,300	–	–	0.01%	793
2014 Q1	$62K	Hold	3,300	–	–	0.01%	827
2013 Q4	$54K	Hold	3,300	–	–	0.01%	974
2013 Q3	$64K	Hold	3,300	–	–	0.01%	833
2013 Q2	$54K	Buy	+3,300	New	+$49.9K	0.01%	858

Other funds holding AFSI

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DIA

Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WFG Advisors's AFSI Position: Q2 2017 in Review

WFG Advisors opened a new position in AmTrust Financial Services, Inc. (AFSI) in Q2 2017: 1,110 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings. This is a return to the name: WFG Advisors previously reported a position in AFSI as recently as Q2 2016.

WFG Advisors first reported a position in AFSI in Q2 2013 and has held it in 13 quarters since. The position peaked at $283K in Q2 2015. 177 funds tracked by Wall St. Rank hold AFSI as of Q2 2017.

WFG Advisors held 1,110 shares of AmTrust Financial Services, Inc. worth $17K as of Q2 2017.
AmTrust Financial Services, Inc. was a new WFG Advisors position in Q2 2017.
AmTrust Financial Services, Inc. made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #998 holding.
WFG Advisors first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and has held it in 13 quarters since.
WFG Advisors's AmTrust Financial Services, Inc. position peaked at $283K in Q2 2015.
177 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.