EAM
AFSI

Eagle Asset Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Eagle Asset 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
Q3 		– Sell
-120,068
Closed -$3.93M – 692
2015
Q2 		$3.93M Buy
120,068
+56,786
+90% +$1.71M 0.02% 472
2015
Q1 		$1.8M Sell
63,282
-6,288
-9% -$170K 0.01% 563
2014
Q4 		$1.96M Sell
69,570
-115,614
-62% -$2.91M 0.01% 550
2014
Q3 		$3.69M Sell
185,184
-1,144
-0.6% -$24.2K 0.02% 482
2014
Q2 		$3.9M Sell
186,328
-5,002
-3% -$103K 0.02% 496
2014
Q1 		$3.6M Sell
191,330
-1,062
-0.6% -$18.6K 0.02% 535
2013
Q4 		$3.15M Sell
192,392
-448,946
-70% -$8.5M 0.02% 522
2013
Q3 		$12.5M Buy
641,338
+284,232
+80% +$5.28M 0.06% 325
2013
Q2 		$5.79M Buy
+357,106
New +$5.4M 0.04% 427

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return