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

Apex 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
2016 Q1	$6.71M	Buy	259,381 +41,611	+19%	+$1.11M	0.15%	139
2015 Q4	$6.71M	Buy	217,770 +18,636	+9%	+$596K	0.15%	130
2015 Q3	$6.27M	Buy	199,134 +49,212	+33%	+$1.56M	0.14%	128
2015 Q2	$4.91M	Buy	149,922 +9,192	+7%	+$277K	0.11%	150
2015 Q1	$4.01M	Buy	140,730 +19,660	+16%	+$532K	0.09%	165
2014 Q4	$3.4M	Buy	121,070 +28,932	+31%	+$728K	0.09%	161
2014 Q3	$1.83M	Buy	92,138 +8,728	+10%	+$185K	0.06%	173
2014 Q2	$1.74M	Buy	83,410 +10,284	+14%	+$211K	0.05%	178
2014 Q1	$1.38M	Sell	73,126 -48,286	-40%	-$846K	0.05%	181
2013 Q4	$1.98M	Sell	121,412 -450	-0.4%	-$8.52K	0.07%	171
2013 Q3	$2.38M	Buy	121,862 +20,350	+20%	+$378K	0.1%	143
2013 Q2	$1.65M	Buy	+101,512	New	+$1.54M	0.08%	144

Other funds holding AFSI

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

JIR

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

Apex Capital Management's AFSI Position: Q1 2016 in Review

Apex Capital Management increased its AmTrust Financial Services, Inc. (AFSI) stake by 19% in Q1 2016, buying an estimated $1.11M and bringing the position to 259,381 shares worth $6.71M. The position accounts for 0.15% of the portfolio, ranked #139.

Apex Capital Management first reported a position in AFSI in Q2 2013 and has held it in 12 quarters since. 245 funds tracked by Wall St. Rank hold AFSI as of Q1 2016.

Apex Capital Management held 259,381 shares of AmTrust Financial Services, Inc. worth $6.71M as of Q1 2016.
Apex Capital Management bought 41,611 AmTrust Financial Services, Inc. shares in Q1 2016, an estimated $1.11M.
AmTrust Financial Services, Inc. made up 0.15% of Apex Capital Management's portfolio in Q1 2016, its #139 holding.
Apex Capital Management first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and has held it in 12 quarters since.
245 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2016.

Based on Apex Capital Management's 13F filing for Q1 2016, filed 27 Apr 2016.