Analytic Investors’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Analytic Investors’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 Q3	–	Sell	-43,612	Closed	-$1.43M	–	657
2015 Q2	$1.43M	Sell	43,612 -35,804	-45%	-$1.08M	0.02%	320
2015 Q1	$2.26M	Buy	79,416 +49,456	+165%	+$1.34M	0.03%	247
2014 Q4	$843K	Sell	29,960 -18,328	-38%	-$461K	0.01%	374
2014 Q3	$961K	Buy	+48,288	New	+$1.02M	0.01%	373

Other funds holding AFSI

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

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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Analytic Investors's AFSI Position: Q3 2015 in Review

Analytic Investors sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2015, closing a stake of 43,612 shares — an estimated $1.43M sold.

Analytic Investors first reported a position in AFSI in Q3 2014 and held it in 4 quarters. The position peaked at $2.26M in Q1 2015. 245 funds tracked by Wall St. Rank hold AFSI as of Q3 2015.

Analytic Investors reported no remaining AmTrust Financial Services, Inc. position as of Q3 2015 after selling out during the quarter.
Analytic Investors sold 43,612 AmTrust Financial Services, Inc. shares in Q3 2015, an estimated $1.43M.
Analytic Investors first reported a position in AmTrust Financial Services, Inc. in Q3 2014 and held it in 4 quarters.
Analytic Investors's AmTrust Financial Services, Inc. position peaked at $2.26M in Q1 2015.
245 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2015.

Based on Analytic Investors's 13F filing for Q3 2015, filed 12 Nov 2015.