FIM
AFSI

Fernwood Investment Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-8,000
Closed -$228K – 119
2015
Q1 		$228K Sell
8,000
-1,400
-15% -$37.9K 0.19% 101
2014
Q4 		$264K Sell
9,400
-18,300
-66% -$460K 0.22% 91
2014
Q3 		$552K Buy
27,700
+6,000
+28% +$127K 0.47% 60
2014
Q2 		$454K Buy
+21,700
New +$445K 0.38% 68

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 $984M AUM 36.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fernwood Investment Management's AFSI Position: Q2 2015 in Review

Fernwood Investment Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2015, closing a stake of 8,000 shares — an estimated $228K sold.

Fernwood Investment Management first reported a position in AFSI in Q2 2014 and held it in 4 quarters. The position peaked at $552K in Q3 2014. 241 funds tracked by Wall St. Rank hold AFSI as of Q2 2015.

  • Fernwood Investment Management reported no remaining AmTrust Financial Services, Inc. position as of Q2 2015 after selling out during the quarter.
  • Fernwood Investment Management sold 8,000 AmTrust Financial Services, Inc. shares in Q2 2015, an estimated $228K.
  • Fernwood Investment Management first reported a position in AmTrust Financial Services, Inc. in Q2 2014 and held it in 4 quarters.
  • Fernwood Investment Management's AmTrust Financial Services, Inc. position peaked at $552K in Q3 2014.
  • 241 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2015.

Based on Fernwood Investment Management's 13F filing for Q2 2015, filed 13 Aug 2015.