B
AFSI

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

Baird’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
-194,966
Closed -$3.8M – 1162
2013
Q3 		$3.8M Buy
194,966
+25,333
+15% +$471K 0.07% 309
2013
Q2 		$2.75M Buy
+169,633
New +$2.57M 0.05% 355

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

Baird's AFSI Position: Q4 2013 in Review

Baird sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2013, closing a stake of 194,966 shares — an estimated $3.8M sold.

Baird first reported a position in AFSI in Q2 2013 and held it in 2 quarters. The position peaked at $3.8M in Q3 2013. 194 funds tracked by Wall St. Rank hold AFSI as of Q4 2013.

  • Baird reported no remaining AmTrust Financial Services, Inc. position as of Q4 2013 after selling out during the quarter.
  • Baird sold 194,966 AmTrust Financial Services, Inc. shares in Q4 2013, an estimated $3.8M.
  • Baird first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 2 quarters.
  • Baird's AmTrust Financial Services, Inc. position peaked at $3.8M in Q3 2013.
  • 194 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2013.

Based on Baird's 13F filing for Q4 2013, filed 12 Feb 2014.