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

Edge 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
2017 Q1	$93.8M	Buy	5,082,376 +1,013,216	+25%	+$24.7M	0.71%	50
2016 Q4	$111M	Buy	4,069,160 +603,460	+17%	+$16.1M	0.86%	30
2016 Q3	$93M	Buy	3,465,700 +515,497	+17%	+$13.2M	0.78%	40
2016 Q2	$72.3M	Buy	2,950,203 +760,658	+35%	+$19.4M	0.64%	49
2016 Q1	$56.7M	Buy	2,189,545 +1,071,179	+96%	+$28.5M	0.54%	58
2015 Q4	$34.4M	Buy	1,118,366 +107,514	+11%	+$3.44M	0.33%	93
2015 Q3	$31.8M	Buy	1,010,852 +83,358	+9%	+$2.64M	0.32%	94
2015 Q2	$30.4M	Sell	927,494 -260,530	-22%	-$7.86M	0.27%	110
2015 Q1	$33.8M	Buy	1,188,024 +413,840	+53%	+$11.2M	0.29%	120
2014 Q4	$21.8M	Buy	774,184 +65,594	+9%	+$1.65M	0.21%	128
2014 Q3	$14.1M	Buy	+708,590	New	+$15M	0.14%	168

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Edge Asset Management's AFSI Position: Q1 2017 in Review

Edge Asset Management increased its AmTrust Financial Services, Inc. (AFSI) stake by 25% in Q1 2017, buying an estimated $24.7M and bringing the position to 5,082,376 shares worth $93.8M. The position accounts for 0.71% of the portfolio, ranked #50.

Edge Asset Management first reported a position in AFSI in Q3 2014 and has held it in 11 quarters since. The position peaked at $111M in Q4 2016. 228 funds tracked by Wall St. Rank hold AFSI as of Q1 2017.

Edge Asset Management held 5,082,376 shares of AmTrust Financial Services, Inc. worth $93.8M as of Q1 2017.
Edge Asset Management bought 1,013,216 AmTrust Financial Services, Inc. shares in Q1 2017, an estimated $24.7M.
AmTrust Financial Services, Inc. made up 0.71% of Edge Asset Management's portfolio in Q1 2017, its #50 holding.
Edge Asset Management first reported a position in AmTrust Financial Services, Inc. in Q3 2014 and has held it in 11 quarters since.
Edge Asset Management's AmTrust Financial Services, Inc. position peaked at $111M in Q4 2016.
228 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.