DIA
AFSI

Dana Investment Advisors’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Dana Investment 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
2014
Q2 		– Sell
-44,852
Closed -$843K – 279
2014
Q1 		$843K Buy
44,852
+6,122
+16% +$107K 0.05% 177
2013
Q4 		$633K Sell
38,730
-23,714
-38% -$449K 0.04% 198
2013
Q3 		$1.22M Buy
62,444
+1,123
+2% +$20.9K 0.09% 133
2013
Q2 		$995K Buy
+61,321
New +$928K 0.08% 142

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
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dana Investment Advisors's AFSI Position: Q2 2014 in Review

Dana Investment Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2014, closing a stake of 44,852 shares — an estimated $843K sold.

Dana Investment Advisors first reported a position in AFSI in Q2 2013 and held it in 4 quarters. The position peaked at $1.22M in Q3 2013. 203 funds tracked by Wall St. Rank hold AFSI as of Q2 2014.

  • Dana Investment Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q2 2014 after selling out during the quarter.
  • Dana Investment Advisors sold 44,852 AmTrust Financial Services, Inc. shares in Q2 2014, an estimated $843K.
  • Dana Investment Advisors first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 4 quarters.
  • Dana Investment Advisors's AmTrust Financial Services, Inc. position peaked at $1.22M in Q3 2013.
  • 203 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2014.

Based on Dana Investment Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.