IIM
AFSI

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

Ipswich Investment Management’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
2016
Q2 		– Sell
-4,140
Closed -$106K – 363
2016
Q1 		$106K Sell
4,140
-6,610
-61% -$176K 0.05% 169
2015
Q4 		$331K Buy
+10,750
New +$344K 0.15% 94

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ipswich Investment Management's AFSI Position: Q2 2016 in Review

Ipswich Investment Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2016, closing a stake of 4,140 shares — an estimated $106K sold.

Ipswich Investment Management first reported a position in AFSI in Q4 2015 and held it in 2 quarters. The position peaked at $331K in Q4 2015. 236 funds tracked by Wall St. Rank hold AFSI as of Q2 2016.

  • Ipswich Investment Management reported no remaining AmTrust Financial Services, Inc. position as of Q2 2016 after selling out during the quarter.
  • Ipswich Investment Management sold 4,140 AmTrust Financial Services, Inc. shares in Q2 2016, an estimated $106K.
  • Ipswich Investment Management first reported a position in AmTrust Financial Services, Inc. in Q4 2015 and held it in 2 quarters.
  • Ipswich Investment Management's AmTrust Financial Services, Inc. position peaked at $331K in Q4 2015.
  • 236 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2016.

Based on Ipswich Investment Management's 13F filing for Q2 2016, filed 2 Aug 2016.