CCM
AFSI

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

Cadence 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
2017
Q3 		– Sell
-56,709
Closed -$859K – 755
2017
Q2 		$859K Buy
56,709
+15,795
+39% +$233K 0.06% 400
2017
Q1 		$755K Sell
40,914
-14,338
-26% -$349K 0.05% 417
2016
Q4 		$1.51M Buy
55,252
+36,719
+198% +$977K 0.11% 242
2016
Q3 		$497K Buy
18,533
+5,964
+47% +$153K 0.04% 480
2016
Q2 		$308K Buy
+12,569
New +$320K 0.02% 520
2014
Q1 		– Sell
-284,734
Closed -$4.65M – 693
2013
Q4 		$4.65M Buy
284,734
+60,984
+27% +$1.15M 0.18% 246
2013
Q3 		$4.36M Buy
+223,750
New +$4.16M 0.15% 273

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return