Invesco
AFH

Invesco’s Atlas Financial Holdings, Inc. Ordinary Shares AFH Stock Holding History

Invesco’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
2019
Q1 		– Sell
-22,483
Closed -$182K – 3900
2018
Q4 		$182K Buy
22,483
+2,365
+12% +$22.6K ﹤0.01% 3576
2018
Q3 		$202K Sell
20,118
-517
-3% -$4.99K ﹤0.01% 3702
2018
Q2 		$181K Buy
20,635
+7,521
+57% +$79.9K ﹤0.01% 3720
2018
Q1 		$136K Sell
13,114
-345
-3% -$5.84K ﹤0.01% 3649
2017
Q4 		$277K Buy
13,459
+164
+1% +$3.18K ﹤0.01% 3465
2017
Q3 		$251K Buy
13,295
+810
+6% +$13.1K ﹤0.01% 3499
2017
Q2 		$186K Sell
12,485
-58
-0.5% -$818 ﹤0.01% 3598
2017
Q1 		$171K Buy
+12,543
New +$193K ﹤0.01% 3627
2016
Q2 		– Sell
-41,524
Closed -$753K – 3750
2016
Q1 		$753K Sell
41,524
-55,249
-57% -$973K ﹤0.01% 3054
2015
Q4 		$1.93M Sell
96,773
-1,234
-1% -$23.9K ﹤0.01% 2553
2015
Q3 		$1.81M Buy
98,007
+93,635
+2,142% +$1.67M ﹤0.01% 2571
2015
Q2 		$87K Buy
+4,372
New +$82.9K ﹤0.01% 3887
2015
Q1 		– Sell
-5,289
Closed -$86K – 4098
2014
Q4 		$86K Sell
5,289
-694
-12% -$10.4K ﹤0.01% 3814
2014
Q3 		$83K Sell
5,983
-5,164
-46% -$73.2K ﹤0.01% 3889
2014
Q2 		$169K Buy
+11,147
New +$163K ﹤0.01% 3769

Other funds holding AFH

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Invesco's AFH Position: Q1 2019 in Review

Invesco sold out of Atlas Financial Holdings, Inc. Ordinary Shares (AFH) in Q1 2019, closing a stake of 22,483 shares — an estimated $182K sold.

Invesco first reported a position in AFH in Q2 2014 and held it in 15 quarters. The position peaked at $1.93M in Q4 2015. 37 funds tracked by Wall St. Rank hold AFH as of Q1 2019.

  • Invesco reported no remaining Atlas Financial Holdings, Inc. Ordinary Shares position as of Q1 2019 after selling out during the quarter.
  • Invesco sold 22,483 Atlas Financial Holdings, Inc. Ordinary Shares shares in Q1 2019, an estimated $182K.
  • Invesco first reported a position in Atlas Financial Holdings, Inc. Ordinary Shares in Q2 2014 and held it in 15 quarters.
  • Invesco's Atlas Financial Holdings, Inc. Ordinary Shares position peaked at $1.93M in Q4 2015.
  • 37 funds tracked by Wall St. Rank held Atlas Financial Holdings, Inc. Ordinary Shares as of Q1 2019.

Based on Invesco's 13F filing for Q1 2019, filed 15 May 2019.