Envestnet Asset Management
AFH

Envestnet Asset Management’s Atlas Financial Holdings, Inc. Ordinary Shares AFH Stock Holding History

Envestnet Asset Management’s Portfolio AFH Stock Details AFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,664
Closed -$48K – 3162
2016
Q1 		$48K Hold
2,664
– – ﹤0.01% 2739
2015
Q4 		$53K Sell
2,664
-91
-3% -$1.76K ﹤0.01% 2653
2015
Q3 		$51K Buy
+2,755
New +$49.3K ﹤0.01% 2656

Other funds holding AFH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Envestnet Asset Management's AFH Position: Q2 2016 in Review

Envestnet Asset Management sold out of Atlas Financial Holdings, Inc. Ordinary Shares (AFH) in Q2 2016, closing a stake of 2,664 shares — an estimated $48K sold.

Envestnet Asset Management first reported a position in AFH in Q3 2015 and held it in 3 quarters. The position peaked at $53K in Q4 2015. 77 funds tracked by Wall St. Rank hold AFH as of Q2 2016.

  • Envestnet Asset Management reported no remaining Atlas Financial Holdings, Inc. Ordinary Shares position as of Q2 2016 after selling out during the quarter.
  • Envestnet Asset Management sold 2,664 Atlas Financial Holdings, Inc. Ordinary Shares shares in Q2 2016, an estimated $48K.
  • Envestnet Asset Management first reported a position in Atlas Financial Holdings, Inc. Ordinary Shares in Q3 2015 and held it in 3 quarters.
  • Envestnet Asset Management's Atlas Financial Holdings, Inc. Ordinary Shares position peaked at $53K in Q4 2015.
  • 77 funds tracked by Wall St. Rank held Atlas Financial Holdings, Inc. Ordinary Shares as of Q2 2016.

Based on Envestnet Asset Management's 13F filing for Q2 2016, filed 15 Aug 2016.