JG
AFSI

Jefferies Group’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Jefferies Group’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
2018
Q1 		– Sell
-42,342
Closed -$426K – 2971
2017
Q4 		$426K Sell
42,342
-35,060
-45% -$397K ﹤0.01% 1812
2017
Q3 		$1.04M Buy
77,402
+2,402
+3% +$33.9K 0.01% 1271
2017
Q2 		$1.14M Sell
75,000
-37,329
-33% -$551K 0.01% 1233
2017
Q1 		$2.07M Buy
+112,329
New +$2.74M 0.02% 892
2016
Q4 		– Sell
-22,919
Closed -$615K – 2635
2016
Q3 		$615K Buy
22,919
+2,121
+10% +$54.4K ﹤0.01% 1526
2016
Q2 		$510K Buy
20,798
+7,376
+55% +$188K ﹤0.01% 1441
2016
Q1 		$347K Sell
13,422
-31,224
-70% -$830K ﹤0.01% 1601
2015
Q4 		$1.38M Buy
44,646
+38,716
+653% +$1.24M 0.01% 1041
2015
Q3 		$187K Sell
5,930
-6,436
-52% -$204K ﹤0.01% 1948
2015
Q2 		$405K Sell
12,366
-77,760
-86% -$2.35M ﹤0.01% 1661
2015
Q1 		$2.57M Buy
90,126
+74,944
+494% +$2.03M 0.01% 657
2014
Q4 		$427K Sell
15,182
-2,958
-16% -$74.4K ﹤0.01% 1354
2014
Q3 		$361K Buy
18,140
+1,060
+6% +$22.4K ﹤0.01% 1497
2014
Q2 		$358K Sell
17,080
-30,772
-64% -$631K ﹤0.01% 1430
2014
Q1 		$900K Buy
47,852
+43,584
+1,021% +$764K 0.01% 974
2013
Q4 		$70K Sell
4,268
-8,864
-67% -$168K ﹤0.01% 1730
2013
Q3 		$256K Sell
13,132
-12,964
-50% -$241K ﹤0.01% 1507
2013
Q2 		$423K Buy
+26,096
New +$395K ﹤0.01% 1146

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $203M AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jefferies Group's AFSI Position: Q1 2018 in Review

Jefferies Group sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2018, closing a stake of 42,342 shares — an estimated $426K sold.

Jefferies Group first reported a position in AFSI in Q2 2013 and held it in 18 quarters. The position peaked at $2.57M in Q1 2015. 159 funds tracked by Wall St. Rank hold AFSI as of Q1 2018.

  • Jefferies Group reported no remaining AmTrust Financial Services, Inc. position as of Q1 2018 after selling out during the quarter.
  • Jefferies Group sold 42,342 AmTrust Financial Services, Inc. shares in Q1 2018, an estimated $426K.
  • Jefferies Group first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 18 quarters.
  • Jefferies Group's AmTrust Financial Services, Inc. position peaked at $2.57M in Q1 2015.
  • 159 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2018.

Based on Jefferies Group's 13F filing for Q1 2018, filed 15 May 2018.