BIM
AFSI

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

BRC 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
2015
Q4 		– Sell
-21,594
Closed -$680K – 154
2015
Q3 		$680K Sell
21,594
-3,782
-15% -$120K 0.1% 92
2015
Q2 		$831K Buy
25,376
+1,706
+7% +$51.5K 0.11% 62
2015
Q1 		$674K Buy
+23,670
New +$640K 0.09% 78
2014
Q4 		– Sell
-26,818
Closed -$534K – 155
2014
Q3 		$534K Sell
26,818
-84
-0.3% -$1.78K 0.08% 74
2014
Q2 		$562K Sell
26,902
-4,976
-16% -$102K 0.08% 85
2014
Q1 		$599K Buy
+31,878
New +$559K 0.09% 65
2013
Q4 		– Sell
-25,494
Closed -$497K – 179
2013
Q3 		$497K Sell
25,494
-5,370
-17% -$99.8K 0.08% 84
2013
Q2 		$501K Buy
+30,864
New +$467K 0.09% 75

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return