JG
AFSI

Joel Greenblatt’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Joel Greenblatt’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
Q4 		– Sell
-15,015
Closed -$202K – 1119
2017
Q3 		$202K Sell
15,015
-17,456
-54% -$246K ﹤0.01% 865
2017
Q2 		$492K Buy
32,471
+11,845
+57% +$175K 0.01% 751
2017
Q1 		$381K Buy
20,626
+12,256
+146% +$299K ﹤0.01% 805
2016
Q4 		$229K Buy
+8,370
New +$223K ﹤0.01% 869
2014
Q4 		– Sell
-12,322
Closed -$245K – 1103
2014
Q3 		$245K Buy
12,322
+542
+5% +$11.5K ﹤0.01% 891
2014
Q2 		$246K Sell
11,780
-10,718
-48% -$220K ﹤0.01% 924
2014
Q1 		$423K Sell
22,498
-644
-3% -$11.3K 0.01% 826
2013
Q4 		$378K Buy
+23,142
New +$438K 0.01% 826

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Joel Greenblatt's AFSI Position: Q4 2017 in Review

Joel Greenblatt sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2017, closing a stake of 15,015 shares — an estimated $202K sold.

Joel Greenblatt first reported a position in AFSI in Q4 2013 and held it in 8 quarters. The position peaked at $492K in Q2 2017. 154 funds tracked by Wall St. Rank hold AFSI as of Q4 2017.

  • Joel Greenblatt reported no remaining AmTrust Financial Services, Inc. position as of Q4 2017 after selling out during the quarter.
  • Joel Greenblatt sold 15,015 AmTrust Financial Services, Inc. shares in Q4 2017, an estimated $202K.
  • Joel Greenblatt first reported a position in AmTrust Financial Services, Inc. in Q4 2013 and held it in 8 quarters.
  • Joel Greenblatt's AmTrust Financial Services, Inc. position peaked at $492K in Q2 2017.
  • 154 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2017.

Based on Gotham Asset Management's 13F filing for Q4 2017, filed 14 Feb 2018.