AFG
AFSI

Albion Financial Group’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Albion Financial Group’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
2013
Q4 		– Sell
-434,594
Closed -$8.48M – 188
2013
Q3 		$8.48M Buy
+434,594
New +$8.08M 1.81% 16

Other funds holding AFSI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Albion Financial Group's AFSI Position: Q4 2013 in Review

Albion Financial Group sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2013, closing a stake of 434,594 shares — an estimated $8.48M sold.

Albion Financial Group first reported a position in AFSI in Q3 2013 and held it in 1 quarter. The position peaked at $8.48M in Q3 2013. 194 funds tracked by Wall St. Rank hold AFSI as of Q4 2013.

  • Albion Financial Group reported no remaining AmTrust Financial Services, Inc. position as of Q4 2013 after selling out during the quarter.
  • Albion Financial Group sold 434,594 AmTrust Financial Services, Inc. shares in Q4 2013, an estimated $8.48M.
  • Albion Financial Group first reported a position in AmTrust Financial Services, Inc. in Q3 2013 and held it in 1 quarter.
  • Albion Financial Group's AmTrust Financial Services, Inc. position peaked at $8.48M in Q3 2013.
  • 194 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2013.

Based on Albion Financial Group's 13F filing for Q4 2013, filed 13 Feb 2014.