HIM
AFH

Herald Investment Management’s Atlas Financial Holdings, Inc. Ordinary Shares AFH Stock Holding History

Herald Investment 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
Q4 		– Sell
-15,000
Closed -$449K – 83
2016
Q3 		$449K Buy
+15,000
New +$253K 0.17% 75

Other funds holding AFH

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AI
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Herald Investment Management's AFH Position: Q4 2016 in Review

Herald Investment Management sold out of Atlas Financial Holdings, Inc. Ordinary Shares (AFH) in Q4 2016, closing a stake of 15,000 shares — an estimated $449K sold.

Herald Investment Management first reported a position in AFH in Q3 2016 and held it in 1 quarter. The position peaked at $449K in Q3 2016. 78 funds tracked by Wall St. Rank hold AFH as of Q4 2016.

  • Herald Investment Management reported no remaining Atlas Financial Holdings, Inc. Ordinary Shares position as of Q4 2016 after selling out during the quarter.
  • Herald Investment Management sold 15,000 Atlas Financial Holdings, Inc. Ordinary Shares shares in Q4 2016, an estimated $449K.
  • Herald Investment Management first reported a position in Atlas Financial Holdings, Inc. Ordinary Shares in Q3 2016 and held it in 1 quarter.
  • Herald Investment Management's Atlas Financial Holdings, Inc. Ordinary Shares position peaked at $449K in Q3 2016.
  • 78 funds tracked by Wall St. Rank held Atlas Financial Holdings, Inc. Ordinary Shares as of Q4 2016.

Based on Herald Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.