Jacobs Levy Equity Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Jacobs Levy Equity 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
2017 Q1	–	Sell	-46,658	Closed	-$1.28M	–	1065
2016 Q4	$1.28M	Sell	46,658 -35,872	-43%	-$955K	0.02%	506
2016 Q3	$2.21M	Sell	82,530 -198,685	-71%	-$5.1M	0.04%	400
2016 Q2	$6.89M	Buy	281,215 +92,300	+49%	+$2.35M	0.14%	195
2016 Q1	$4.89M	Buy	+188,915	New	+$5.02M	0.1%	231
2015 Q2	–	Sell	-24,260	Closed	-$691K	–	894
2015 Q1	$691K	Sell	24,260 -2,140	-8%	-$57.9K	0.01%	547
2014 Q4	$743K	Sell	26,400 -102,600	-80%	-$2.58M	0.01%	550
2014 Q3	$2.57M	Buy	129,000 +28,000	+28%	+$592K	0.04%	348
2014 Q2	$2.11M	Buy	101,000 +80,360	+389%	+$1.65M	0.03%	392
2014 Q1	$388K	Buy	+20,640	New	+$362K	0.01%	716

Other funds holding AFSI

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jacobs Levy Equity Management's AFSI Position: Q1 2017 in Review

Jacobs Levy Equity Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2017, closing a stake of 46,658 shares — an estimated $1.28M sold.

Jacobs Levy Equity Management first reported a position in AFSI in Q1 2014 and held it in 9 quarters. The position peaked at $6.89M in Q2 2016. 228 funds tracked by Wall St. Rank hold AFSI as of Q1 2017.

Jacobs Levy Equity Management reported no remaining AmTrust Financial Services, Inc. position as of Q1 2017 after selling out during the quarter.
Jacobs Levy Equity Management sold 46,658 AmTrust Financial Services, Inc. shares in Q1 2017, an estimated $1.28M.
Jacobs Levy Equity Management first reported a position in AmTrust Financial Services, Inc. in Q1 2014 and held it in 9 quarters.
Jacobs Levy Equity Management's AmTrust Financial Services, Inc. position peaked at $6.89M in Q2 2016.
228 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2017.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2017, filed 15 May 2017.