Covey Capital Advisors’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Covey Capital Advisors’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 Q2	–	Sell	-9,822	Closed	-$280K	–	47
2015 Q1	$280K	Sell	9,822 -23,060	-70%	-$624K	0.17%	36
2014 Q4	$925K	Sell	32,882 -22,780	-41%	-$573K	0.55%	20
2014 Q3	$1.11M	Buy	+55,662	New	+$1.18M	0.69%	21
2014 Q2	–	Hold	0	–	–	–	45
2014 Q1	–	Hold	0	–	–	–	26

Other funds holding AFSI

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Covey Capital Advisors's AFSI Position: Q2 2015 in Review

Covey Capital Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2015, closing a stake of 9,822 shares — an estimated $280K sold.

Covey Capital Advisors first reported a position in AFSI in Q3 2014 and held it in 3 quarters. The position peaked at $1.11M in Q3 2014. 241 funds tracked by Wall St. Rank hold AFSI as of Q2 2015.

Covey Capital Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q2 2015 after selling out during the quarter.
Covey Capital Advisors sold 9,822 AmTrust Financial Services, Inc. shares in Q2 2015, an estimated $280K.
Covey Capital Advisors first reported a position in AmTrust Financial Services, Inc. in Q3 2014 and held it in 3 quarters.
Covey Capital Advisors's AmTrust Financial Services, Inc. position peaked at $1.11M in Q3 2014.
241 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2015.

Based on Covey Capital Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.