BGIM
AFSI

Brandywine Global Investment Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Brandywine Global Investment 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
Q3 		– Sell
-481,712
Closed -$11.8M – 1016
2016
Q2 		$11.8M Sell
481,712
-9,910
-2% -$253K 0.08% 214
2016
Q1 		$12.7M Buy
491,622
+5,700
+1% +$151K 0.08% 208
2015
Q4 		$15M Sell
485,922
-23,472
-5% -$751K 0.1% 180
2015
Q3 		$16M Hold
509,394
– – 0.1% 172
2015
Q2 		$16.7M Sell
509,394
-146
-0% -$4.41K 0.1% 175
2015
Q1 		$14.5M Buy
509,540
+16
+0% +$433 0.09% 192
2014
Q4 		$14.3M Sell
509,524
-61,946
-11% -$1.56M 0.1% 182
2014
Q3 		$11.4M Buy
571,470
+73,560
+15% +$1.56M 0.08% 220
2014
Q2 		$10.4M Sell
497,910
-33,200
-6% -$681K 0.08% 216
2014
Q1 		$9.99M Buy
531,110
+7,140
+1% +$125K 0.09% 207
2013
Q4 		$8.56M Sell
523,970
-14,080
-3% -$266K 0.08% 231
2013
Q3 		$10.5M Sell
538,050
-2
-0% -$37 0.1% 179
2013
Q2 		$8.73M Buy
+538,052
New +$8.14M 0.09% 195

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brandywine Global Investment Management's AFSI Position: Q3 2016 in Review

Brandywine Global Investment Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2016, closing a stake of 481,712 shares — an estimated $11.8M sold.

Brandywine Global Investment Management first reported a position in AFSI in Q2 2013 and held it in 13 quarters. The position peaked at $16.7M in Q2 2015. 229 funds tracked by Wall St. Rank hold AFSI as of Q3 2016.

  • Brandywine Global Investment Management reported no remaining AmTrust Financial Services, Inc. position as of Q3 2016 after selling out during the quarter.
  • Brandywine Global Investment Management sold 481,712 AmTrust Financial Services, Inc. shares in Q3 2016, an estimated $11.8M.
  • Brandywine Global Investment Management first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 13 quarters.
  • Brandywine Global Investment Management's AmTrust Financial Services, Inc. position peaked at $16.7M in Q2 2015.
  • 229 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2016.

Based on Brandywine Global Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.