JIC
AFSI

Johnson Investment Counsel’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Johnson Investment Counsel’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
2014
Q2 		– Sell
-15,840
Closed -$297K – 520
2014
Q1 		$297K Hold
15,840
– – 0.01% 409
2013
Q4 		$258K Hold
15,840
– – 0.01% 453
2013
Q3 		$308K Buy
+15,840
New +$295K 0.01% 379

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Johnson Investment Counsel's AFSI Position: Q2 2014 in Review

Johnson Investment Counsel sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2014, closing a stake of 15,840 shares — an estimated $297K sold.

Johnson Investment Counsel first reported a position in AFSI in Q3 2013 and held it in 3 quarters. The position peaked at $308K in Q3 2013. 203 funds tracked by Wall St. Rank hold AFSI as of Q2 2014.

  • Johnson Investment Counsel reported no remaining AmTrust Financial Services, Inc. position as of Q2 2014 after selling out during the quarter.
  • Johnson Investment Counsel sold 15,840 AmTrust Financial Services, Inc. shares in Q2 2014, an estimated $297K.
  • Johnson Investment Counsel first reported a position in AmTrust Financial Services, Inc. in Q3 2013 and held it in 3 quarters.
  • Johnson Investment Counsel's AmTrust Financial Services, Inc. position peaked at $308K in Q3 2013.
  • 203 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2014.

Based on Johnson Investment Counsel's 13F filing for Q2 2014, filed 14 Aug 2014.