HHGA
AFSI

Halbert Hargrove Global Advisors’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Halbert Hargrove Global Advisors’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
2014
Q4 		– Sell
-54
Closed -$1.43M – 151
2014
Q3 		$1.43M Sell
54
-6,108
-99% -$129K 0.4% 22
2014
Q2 		$481K Buy
+6,162
New +$126K 0.14% 44

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
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Halbert Hargrove Global Advisors's AFSI Position: Q4 2014 in Review

Halbert Hargrove Global Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2014, closing a stake of 54 shares — an estimated $1.43M sold.

Halbert Hargrove Global Advisors first reported a position in AFSI in Q2 2014 and held it in 2 quarters. The position peaked at $1.43M in Q3 2014. 233 funds tracked by Wall St. Rank hold AFSI as of Q4 2014.

  • Halbert Hargrove Global Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q4 2014 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 54 AmTrust Financial Services, Inc. shares in Q4 2014, an estimated $1.43M.
  • Halbert Hargrove Global Advisors first reported a position in AmTrust Financial Services, Inc. in Q2 2014 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's AmTrust Financial Services, Inc. position peaked at $1.43M in Q3 2014.
  • 233 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2014.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2014, filed 18 Feb 2015.