EA
AFSI

Emerald Advisers’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Emerald Advisers’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
-347,112
Closed -$10.4M – 392
2015
Q1 		$10.4M Sell
347,112
-522,296
-60% -$14.1M 0.52% 64
2014
Q4 		$24.5M Buy
869,408
+86,666
+11% +$2.18M 1.3% 10
2014
Q3 		$15.6M Buy
782,742
+121,898
+18% +$2.58M 0.93% 22
2014
Q2 		$13.8M Buy
660,844
+72,938
+12% +$1.5M 0.78% 33
2014
Q1 		$11.1M Sell
587,906
-63,332
-10% -$1.11M 0.62% 46
2013
Q4 		$10.6M Buy
651,238
+25,426
+4% +$481K 0.58% 55
2013
Q3 		$12.2M Sell
625,812
-47,467
-7% -$883K 0.69% 40
2013
Q2 		$10.9M Buy
+673,279
New +$10.2M 0.67% 48

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
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
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return