Chase Investment Counsel’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Chase Investment Counsel’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 Q1	–	Sell	-86,342	Closed	-$1.41M	–	121
2013 Q4	$1.41M	Buy	86,342 +17,350	+25%	+$328K	0.42%	78
2013 Q3	$1.34M	Buy	68,992 +88	+0.1%	+$1.64K	0.35%	75
2013 Q2	$1.12M	Buy	+68,904	New	+$1.04M	0.3%	81

Other funds holding AFSI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

MAI

Marble Arch Investments New York $82.3M AUM 31.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

MCM

Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return

Chase Investment Counsel's AFSI Position: Q1 2014 in Review

Chase Investment Counsel sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2014, closing a stake of 86,342 shares — an estimated $1.41M sold.

Chase Investment Counsel first reported a position in AFSI in Q2 2013 and held it in 3 quarters. The position peaked at $1.41M in Q4 2013. 185 funds tracked by Wall St. Rank hold AFSI as of Q1 2014.

Chase Investment Counsel reported no remaining AmTrust Financial Services, Inc. position as of Q1 2014 after selling out during the quarter.
Chase Investment Counsel sold 86,342 AmTrust Financial Services, Inc. shares in Q1 2014, an estimated $1.41M.
Chase Investment Counsel first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 3 quarters.
Chase Investment Counsel's AmTrust Financial Services, Inc. position peaked at $1.41M in Q4 2013.
185 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2014.

Based on Chase Investment Counsel's 13F filing for Q1 2014, filed 2 May 2014.