BKBG
AFSI

BHF Kleinwort Benson Group’s AmTrust Financial Services, Inc. AFSI Stock Holding History

BHF Kleinwort Benson 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
2014
Q4 		– Sell
-20,000
Closed -$398K – 555
2014
Q3 		$398K Hold
20,000
– – 0.01% 324
2014
Q2 		$418K Hold
20,000
– – 0.01% 332
2014
Q1 		$376K Buy
+20,000
New +$351K 0.01% 366

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BHF Kleinwort Benson Group's AFSI Position: Q4 2014 in Review

BHF Kleinwort Benson Group sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2014, closing a stake of 20,000 shares — an estimated $398K sold.

BHF Kleinwort Benson Group first reported a position in AFSI in Q1 2014 and held it in 3 quarters. The position peaked at $418K in Q2 2014. 233 funds tracked by Wall St. Rank hold AFSI as of Q4 2014.

  • BHF Kleinwort Benson Group reported no remaining AmTrust Financial Services, Inc. position as of Q4 2014 after selling out during the quarter.
  • BHF Kleinwort Benson Group sold 20,000 AmTrust Financial Services, Inc. shares in Q4 2014, an estimated $398K.
  • BHF Kleinwort Benson Group first reported a position in AmTrust Financial Services, Inc. in Q1 2014 and held it in 3 quarters.
  • BHF Kleinwort Benson Group's AmTrust Financial Services, Inc. position peaked at $418K in Q2 2014.
  • 233 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2014.

Based on BHF Kleinwort Benson Group's 13F filing for Q4 2014, filed 17 Feb 2015.