WCM
AFSI

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

Windsor 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
Q4 		– Sell
-200
Closed -$6K – 507
2015
Q3 		$6K Buy
+200
New +$6.34K ﹤0.01% 396

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Windsor Capital Management's AFSI Position: Q4 2015 in Review

Windsor Capital Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2015, closing a stake of 200 shares — an estimated $6K sold.

Windsor Capital Management first reported a position in AFSI in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 253 funds tracked by Wall St. Rank hold AFSI as of Q4 2015.

  • Windsor Capital Management reported no remaining AmTrust Financial Services, Inc. position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 200 AmTrust Financial Services, Inc. shares in Q4 2015, an estimated $6K.
  • Windsor Capital Management first reported a position in AmTrust Financial Services, Inc. in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's AmTrust Financial Services, Inc. position peaked at $6K in Q3 2015.
  • 253 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.