AG
AFH

Advisor Group’s Atlas Financial Holdings, Inc. Ordinary Shares AFH Stock Holding History

Advisor Group’s Portfolio AFH Stock Details AFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-255
Closed -$3K – 5121
2018
Q1 		$3K Hold
255
– – ﹤0.01% 4628
2017
Q4 		$5K Buy
255
+76
+42% +$1.47K ﹤0.01% 4440
2017
Q3 		$3K Sell
179
-18
-9% -$292 ﹤0.01% 4480
2017
Q2 		$3K Hold
197
– – ﹤0.01% 4453
2017
Q1 		$3K Hold
197
– – ﹤0.01% 4327
2016
Q4 		$4K Buy
+197
New +$3.35K ﹤0.01% 4064

Other funds holding AFH

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Advisor Group's AFH Position: Q2 2018 in Review

Advisor Group sold out of Atlas Financial Holdings, Inc. Ordinary Shares (AFH) in Q2 2018, closing a stake of 255 shares — an estimated $3K sold.

Advisor Group first reported a position in AFH in Q4 2016 and held it in 6 quarters. The position peaked at $5K in Q4 2017. 63 funds tracked by Wall St. Rank hold AFH as of Q2 2018.

  • Advisor Group reported no remaining Atlas Financial Holdings, Inc. Ordinary Shares position as of Q2 2018 after selling out during the quarter.
  • Advisor Group sold 255 Atlas Financial Holdings, Inc. Ordinary Shares shares in Q2 2018, an estimated $3K.
  • Advisor Group first reported a position in Atlas Financial Holdings, Inc. Ordinary Shares in Q4 2016 and held it in 6 quarters.
  • Advisor Group's Atlas Financial Holdings, Inc. Ordinary Shares position peaked at $5K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held Atlas Financial Holdings, Inc. Ordinary Shares as of Q2 2018.

Based on Advisor Group's 13F filing for Q2 2018, filed 13 Aug 2018.