HIS
AFSI

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

Horizon Investment Services’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
Q3 		– Sell
-124,646
Closed -$4.08M – 129
2015
Q2 		$4.08M Buy
124,646
+2,992
+2% +$90.3K 1.64% 28
2015
Q1 		$3.47M Sell
121,654
-984
-0.8% -$26.6K 1.44% 30
2014
Q4 		$3.45M Sell
122,638
-4,368
-3% -$110K 1.63% 26
2014
Q3 		$2.53M Buy
127,006
+1,526
+1% +$32.3K 1.28% 35
2014
Q2 		$2.62M Buy
125,480
+618
+0.5% +$12.7K 1.27% 35
2014
Q1 		$2.41M Sell
124,862
-836
-0.7% -$14.7K 1.32% 35
2013
Q4 		$2.06M Buy
125,698
+2,508
+2% +$47.5K 1.24% 38
2013
Q3 		$2.4M Buy
123,190
+27,959
+29% +$520K 1.64% 29
2013
Q2 		$1.54M Buy
+95,231
New +$1.44M 1.23% 43

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return