FMA
AFSI

Fiduciary Management Associates’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Fiduciary Management Associates’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
2013
Q4 		– Sell
-919,314
Closed -$18M – 143
2013
Q3 		$18M Sell
919,314
-5,126
-0.6% -$95.3K 1.3% 30
2013
Q2 		$15M Buy
+924,440
New +$14M 1.17% 35

Other funds holding AFSI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiduciary Management Associates's AFSI Position: Q4 2013 in Review

Fiduciary Management Associates sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2013, closing a stake of 919,314 shares — an estimated $18M sold.

Fiduciary Management Associates first reported a position in AFSI in Q2 2013 and held it in 2 quarters. The position peaked at $18M in Q3 2013. 194 funds tracked by Wall St. Rank hold AFSI as of Q4 2013.

  • Fiduciary Management Associates reported no remaining AmTrust Financial Services, Inc. position as of Q4 2013 after selling out during the quarter.
  • Fiduciary Management Associates sold 919,314 AmTrust Financial Services, Inc. shares in Q4 2013, an estimated $18M.
  • Fiduciary Management Associates first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 2 quarters.
  • Fiduciary Management Associates's AmTrust Financial Services, Inc. position peaked at $18M in Q3 2013.
  • 194 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2013.

Based on Fiduciary Management Associates's 13F filing for Q4 2013, filed 6 Feb 2014.